(03) 9020 2905Bruce Brammall, 22 November 2017, Eureka Report SUMMARY: The new personal deductible contribution rules will be a big boost for your super. But there are some complexities. Bright spots were … Read More The new rules on sacrificing
Category Archives: Newsletters
SMSF expenses blow out
Bruce Brammall, 25 October 2017, Eureka Report SUMMARY: SMSF expenses have nearly tripled in just five years! Have you lost control of your super fund costs? Trustees of … Read More SMSF expenses blow out
No limit on super, just pension
Bruce Brammall, 18 October 2017, Eureka Report SUMMARY: A limit of $1.6m in super? No! You are unlimited as to how big you can grow your super fund. There … Read More No limit on super, just pension
SMSFs and mortgage decisions
Bruce Brammall, 11 October 2017, Eureka Report SUMMARY: Interest-only or principal and interest for your SMSF loan? This decision for SMSFs has become collateral damage, so here’s what to … Read More SMSFs and mortgage decisions
Think outside the SMSF square
Bruce Brammall, 4 October 2017, Eureka Report SUMMARY: Asset allocation has become a whole-of-wealth game since 1 July. Have you put enough thought into it? The new … Read More Think outside the SMSF square
Into super or into your home?
SUMMARY: Into your super or into your home? Where do you plough excess savings? Something left over after all the bills are paid is generally the aim of the game. … Read More Into super or into your home?
The ATO raises the TBAR on pension reporting
SUMMARY: Real-time reporting of pension income streams is coming. Here’s what you need to start thinking about. TBAR sounds like something your kids (or grandkids) might … Read More The ATO raises the TBAR on pension reporting
DIY super needs a hands-on approach
SUMMARY: Do you really know the asset allocation of your SMSF? Sit down and figure it out. And be ruthless. The plight of the DIY super trustee … Read More DIY super needs a hands-on approach
Disrupting retirement: What needs to happen
While super’s best brains search for a golden goose of retirement income products, just stay focussed on building your nest egg. We are nearly three years into the … Read More Disrupting retirement: What needs to happen
Tell your kids this
SUMMARY: If your kids still listen to you … here’s what you need to tell them to do with their super. My son is 10. He still listens to … Read More Tell your kids this