(03) 9020 2905SUMMARY: Time to have a proper look at the five-year catch-up provisions – and how to make the most of them. It’s been a long-time coming for … Read More Getting ready for super catch-ups
Category Archives: Articles
Timing is everything for June 30 contributions
SUMMARY: Make sure you get your salary sacrifice sorted properly in the 30 June final countdown for contributions. Timing is everything. Normally top of mind when I’m … Read More Timing is everything for June 30 contributions
Federal Budget 2017: The super pros and cons
SUMMARY: Super bonus for downsizing retirees the upside, property tax deductions the main downside from Federal Budget 2017. If you are a self-managed super … Read More Federal Budget 2017: The super pros and cons
Don’t always listen to the ATO
SUMMARY: Put insurance at the top of your considerations when moving super from anywhere to anywhere. Sometimes the “advice” you get from the Tax Office is the worst … Read More Don’t always listen to the ATO
On the property merry-go-round
There’s a fine line between pleasure and pain”. I’m tipping there are a few people surveying Perth’s property market feeling that at the moment. The following relates specifically … Read More On the property merry-go-round
The ATO’s last minute pensions reprieve
SUMMARY: ATO clarifies rules on $1.6m pension rollbacks, and gives a pardon for death benefit errors in the past. The Tax … Read More The ATO’s last minute pensions reprieve
The new rules on salary sacrificing
SUMMARY: Salary sacrifice changes forever on 1 July. Are you ready? One big question that will not be … Read More The new rules on salary sacrificing
Big improvement on Rudd’s dudd
The last time a government tried to help young’uns to boost their super savings … well, it was the stupidest idea ever. In the 2008 Budget, Kevin Rudd gave … Read More Big improvement on Rudd’s dudd
Federal Budget 2017: The super pros and cons
SUMMARY: Super bonus for downsizing retirees the upside, property tax deductions the main downside from Federal Budget 2017. If you are a self-managed super fund trustee, it’s safe to take … Read More Federal Budget 2017: The super pros and cons
Super strategies for death
SUMMARY: How the death of a spouse will impact on the $1.6m pension … Read More Super strategies for death