technical experts & trusted business advisors

Superannuation

  • Self Managed Superannuation Funds
  • Accounting
  • Management
  • Taxation and regulatory compliance
  • Records maintenance
  • Taxation advisory services
  • Fund establishment
  • Pension / Income Stream facts
  • Assurance and audit services (Cardell Assurance & Audit)

Contribution Caps Table 2017/18

Annual Amounts
ConcessionalUnder 50$25,000 
 Over 50$25,000 
Non-concessionalUnder 65$100,000 
  $300,000Over a 3-year period under bring forward provisions
 65 – 74$100,000 
CGT Cap2017 -18$1,445,000Life time limit

CA SMSF specialisation benchmark for SMSF advisors

Chartered Accountants Australia and New Zealand offers an SMSF Specialisation qualification which formally recognises the self-managed superannuation fund (SMSF) knowledge, experience and education held by the accountant. More and more Australians are opting for SMSFs as their retirement savings vehicle of choice, and it's important that they have quality, accurate advice when they require it. Chartered Accountants as trusted advisors, set a benchmark for high quality SMSF specialists that trustees can be confident in turning to for advice. The specialisation program qualifies Chartered Accountants with the appropriate skills to provide an even better service to the Australian public. Contact our recently qualified SMSF specialist, Marcus Bond, if you would like any help in the accounting, management and audit of your SMSF.

Want to find out more? Call 03 5672 3722