Lime Actuarial Blog

28th Jul
Posted ByGreg Einfeld

Do I need an actuarial certificate?

The most common question we are asked is "does my SMSF need an actuarial certificate?". The best way to start this article is to look at the situations where Actuarial Certificates are certainly not required.  If a [...]

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23rd Jul
Posted ByGreg Einfeld

Segregation of SMSF assets

Each SMSF can either be run as a segregated or unsegregated fund. Segregated funds hold separate asset pools that are specific to different members or specific to pension versus accumulation balances. Unsegregated funds [...]

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30th May
Posted ByGreg Einfeld

The Bring Forward Rule - making better use of it

This post discusses how to get the maximum amount into super using the Bring Forward Rule.  While this applies in any year, it is particularly relevant for the remainder of the 2014 financial year. Suppose your cli [...]

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21st May
Posted ByGreg Einfeld

Bring forward rule

In this post we discuss the Bring Forward Rule. Non-Concessional contributions provide a great way to get money into super quickly.  Up to $150,000 can be contributed each year.  This will increase to $180,000 [...]

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