Newsletter August 2021

Newsletter August 2021 Welcome to our latest Moneta Super newsletter.  We publish newsletters when we have something interesting to tell but normally no more frequently than monthly. In this newsletter we have: An article on the “downsizer” contributions...

Changes at Moneta Super

The Owners of Moneta Super are pleased to announce the appointment of Monica Wang as the new Manager – SMSF Specialist Services.  Monica replaces Ashok Tulsiani who decided to leave Moneta Super to spend more time with his young family. Ashok has been with Moneta...

Super Changes to Super – July 2021

We are into a new financial year and now that all the End Of Financial Year activity is complete, it is now timely to look to the future and how some of the changes effective 1st July can be beneficial. The Changes from 1st July 2021: The super guarantee rate will...

Super Contributions 2021-2022

Contributions 2021-2022 Non-concessional (after-tax) contributions are limited to $100,000 for the 2021 financial year and concessional (before-tax) contributions are limited to $25,000. These annual limits will increase on 1 July 2021 to $110,000 for non-concessional...

Newsletter Mar 21

Newsletter March 2021 Welcome to our latest Moneta Super newsletter.  We publish newsletters when we have something interesting to tell but normally no more frequently than monthly. In this newsletter we have some technical updates that could be of interest, some...

trustee incapacity

Your choice – known and knowledgeable, or remote and unfamiliar by Chris Heyworth BA(Hons), CA I had a sudden and significant health issue last year.  I was lucky.  Only out of action for a few days.  Then came the discussion with my better half. “A lot of our...

SMSFs – Make them a Family Affair

Self Managed Super Fund – why not make it a  family affair? By Chris Heyworth,  BA(Hons), Dip FP, ACAOctober 2020 An important rule change is expected to come into force in 2021.  This is a lifting of the current maximum of four members to six members of a...

Moneta Super Newsletter – October 2020

Newsletter October 2020 We are certainly living in interesting and challenging times. The Moneta Super business has successfully adapted to the new normal and continues to support and serve its customers.  There have been some changes to the business over recent...