(03) 9020 2905SUMMARY: The $1.6 million transfer-to-pension cap … what you need to start considering now. So, you’re going to bust the cap. You’ve got … Read More Busting the $1.6m super cap. Here’s what to do
Category Archives: Articles
Is the end nigh for super recontributions?
SUMMARY: Recontribution strategy users the real victims of retrospective $500k non-concessional contribution limit. The final hard sell on the government’s proposed superannuation overhaul started on Monday in Canberra. Politicians started … Read More Is the end nigh for super recontributions?
Morrison’s struggles may spur super changes
SUMMARY: Canberra’s super pressure cooker is leaking – and agreement to lift the NCC limit could seal the deal. Treasurer Scott Morrison is on a mini-roadshow, selling his proposed … Read More Morrison’s struggles may spur super changes
Yes, you can have too much cash
Is it possible to hold too much cash? If that sounds crazy, like a trick question, that’s because it is. And, therefore, the answer is the opposite of what you … Read More Yes, you can have too much cash
My answers to your burning super questions
SUMMARY: The unanswered questions! Here are my responses to the questions we didn’t get to in the inaugural Adviser Q&A. Thanks very much for the great response to the inaugural … Read More My answers to your burning super questions
It’s time to make some super decisions
SUMMARY: The superannuation changes can’t sit on the political backburner. Decisions, or deals, need to be done now. I’m thinking of buying Treasurer Scott Morrison a new t-shirt. It … Read More It’s time to make some super decisions
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of … Read More The biggest hit to Aussie super savers
How did your SMSF perform in FY16?
SUMMARY: How did you fare as a SMSF investment manager in FY16? To prove your worth, the number you needed to beat … was 5.05%. A positive return in your … Read More How did your SMSF perform in FY16?
Bargains you will come to love
Everyone loves a bargain. Something cheaper than it was a little while ago, or a bonus thrown into the purchase. End of year stocktake sales, flights outside of holiday peaks, … Read More Bargains you will come to love
Super ‘reform’ story has more to play
SUMMARY: Hold off on non-concessional contributions for now. The “agreed” changes are far from a done deal. The dust hasn’t settled. And the horse-trading certainly has only just begun. In … Read More Super ‘reform’ story has more to play