Katherine Wriedt, Author at Hoffman Kelly | Accounting Service | Brisbane

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So far Katherine Wriedt has created 2 blog entries.

Downsizer Contributions

Downsizer Contributions – Get more into super when you sell your home! From 1 July 2018 the ATO introduced the downsizer superannuation contribution. For people who are 65 years or older and meet the eligibility criteria, you can choose to make a contribution up to a maximum of $300,000 (each) into your superannuation from the [...]

Downsizer ContributionsKatherine Wriedt2021-01-21T13:28:15+10:00

Diversification of Investments in SMSFs

The ATO is in the process of sending letters to trustees if their SMSF is holding 90% or more of its funds in one asset or a single asset class. Lack of diversification can expose an SMSF and its members to unnecessary risk if a significant investment fails, which is why the ATO is [...]

Diversification of Investments in SMSFsKatherine Wriedt2019-12-17T07:13:48+10:00