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Downsizer case highlights subtle differences between super and social security laws

A recent case before the Administrative Appeals Tribunal highlights the difference between superannuation legislation and social security rules. Meg Heffron, director of Heffron, said the Parton’

Michael-hallinan
Mrs-parton
Downsizer
Hase
Highlights
Subtle
Differences
Uper
Ocial
Security
Laws

SMSFs cautioned on 'danger zone' with downsizer strategies

With the downsizer eligibility age now much lower, professionals need to be extra careful where downsizer and non-concessional contributions are being used simultaneously, says a technical expert.

Smsfs
Cautioned
Danger
One
Downsizer
Strategies

Government drops downsizer contribution age to 55

The federal government has expanded the eligibility age for people to make downsizer contributions into their superannuation as of 1 January 2023.

Australia
Australians
Amanda-rishworth
Adrian-suljanovic
Morrison
Financial-services
Stephen-jones
Social-services
Incentivising-pensioners
Govt
Crops
Downsizer

Downsizer age reduction now in force

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure. With Treasury Laws

Tim-sanderson
Peter-burgess
Colonial-first-state
Downsizer
Age
Reduction
Force

5 key downsizer risks for younger SMSF clients

With the reduced age for downsizer contributions now passed, investors have been reminded of its potential ramifications on the Age Pension and future contributions.

Australia
Australians
Rsm-financial-services-australia
Services-australia
Grace-bacon
Age-pension
Smsf
Pensioner
Downsizer
Superannuation
Sale

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