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Beyond Taxation & Business Services Accounting, Taxation, and Business Services
Tax Agent, Self Managed Super Fund

10/10/2026

SMSF Trustees: Big Changes Could Be Ahead

The Government has announced proposed SMSF reforms aimed at strengthening trustee accountability, improving education and reducing fraud risks.

Potential changes include mandatory trustee education, stronger safeguards around rollovers, uniquely identifiable SMSF bank accounts, increased scrutiny of investment strategies and greater transparency around financial advice fees.

The proposed reforms would also change SMSF-related levies, including an increase in the annual supervisory levy to $295 and a CSLR contribution of up to $20 per leviable period.

📌 These are proposed reforms, so trustees should stay informed as legislation and implementation details develop.

To book an obligation-free consultation meeting, please click on https://calendly.com/beyond-joy/30-minute-zoom-meeting

To learn more about our services, visit www.beyondtaxation.com.au

SMSF trustees should keep an eye on proposed reforms that could introduce stronger education, governance, security and t...
06/10/2026

SMSF trustees should keep an eye on proposed reforms that could introduce stronger education, governance, security and transparency requirements.

The proposed changes include new trustee education requirements, enhanced safeguards against fraud, greater scrutiny of investment strategies and changes to SMSF-related levies.

These measures are still subject to the legislative process, so the final requirements and implementation dates may change.

To book an obligation-free consultation meeting, please click on https://calendly.com/beyond-joy/30-minute-zoom-meeting

To learn more about our services, visit www.beyondtaxation.com.au

03/10/2026

Fancy For A Morning Walk Along Parramatta River?

03/10/2026

👵 Could you be missing out on SAPTO?

The Seniors and Pensioners Tax Offset (SAPTO) may help eligible retirees reduce their tax liability.

Eligibility can depend on your age, relationship status and rebate income, and some self-funded retirees may qualify even when they don’t expect to.

To book an obligation-free consultation meeting, please click on https://calendly.com/beyond-joy/30-minute-zoom-meeting

To learn more about our services, visit www.beyondtaxation.com.au

30/09/2026

Visiting Parramatta On Wednesday, More Funs Than Other Days!

Could SAPTO Reduce Your Tax Bill?The Senior Australians and Tax Offset (SAPTO) is often overlooked—especially by self-fu...
29/09/2026

Could SAPTO Reduce Your Tax Bill?

The Senior Australians and Tax Offset (SAPTO) is often overlooked—especially by self-funded retirees who assume they don’t qualify because they aren’t receiving government benefits.

💡 If you have part-time employment, investments, rental income or superannuation income streams, it’s worth checking whether SAPTO could apply to you.

To book an obligation-free consultation meeting, please click on https://calendly.com/beyond-joy/30-minute-zoom-meeting

To learn more about our services, visit www.beyondtaxation.com.au

26/09/2026

đź’Ľ Working Multiple Jobs? Keep an Eye on Your Tax

A second or third job can be a great way to increase your income, but it can also create an unexpected tax bill.

Each employer generally calculates PAYG withholding separately, while the ATO looks at your total income when your tax return is assessed.

If you also have a HECS-HELP debt, your compulsory repayment is based on your overall income, which can create another potential shortfall.

đź’ˇ Consider reviewing your PAYG withholding during the year and setting aside a tax buffer from your additional income.

To book an obligation-free consultation meeting, please click on https://calendly.com/beyond-joy/30-minute-zoom-meeting

To learn more about our services, visit www.beyondtaxation.com.au

25/09/2026

Your Journey, Your Way To Parramatta

24/09/2026

Old Town - Parramatta The Churches

Address

611/118 Church Street
Parramatta, NSW
2150

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+611300552993

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