SUMMARY: Can you return to work after “retiring” and starting a super pension? Of course, but there are some rules to know. You’ve hit retirement and you’ve started a … Read More Making a retirement U-turn
Category Archives: Newsletters
Lower LVRs put a squeeze on SMSFs
SUMMARY: Lending for SMSFs has been turned on its head. Does it still work as a strategy? It’s tighter, but yes. Property investment is a honey pot. It … Read More Lower LVRs put a squeeze on SMSFs
Did your SMSF smash the average?
SUMMARY: Playing it safe gave no help for returns in 2017. It was all about risk. Did you get your SMSF to beat 7.93%? Every streak must come … Read More Did your SMSF smash the average?
Making a mega super fund
SUMMARY: What’s the biggest super fund that can now be built? Around $9.3m … and here’s how that is done. Want to build the biggest super … Read More Making a mega super fund
Four strategies under the new super rules
SUMMARY: Four strategies for SMSFs to consider immediately, now that super’s big changes have arrived. We’ve been talking about it forever, but it has finally arrived. Superannuation’s … Read More Four strategies under the new super rules
Pension hazard ahead: Act now
SUMMARY: It’s not too late for transition-to-retirement pensions to be updated to tax-free account-based pensionss. Here’s how. For a year, it has felt … Read More Pension hazard ahead: Act now
SMSFs cop it on some new angles
SUMMARY: Limited-recourse borrowing arrangements (LRBAs) are under fire on two fronts, as government continues to struggle with post-July super legislation. If you can believe it, with just 9 … Read More SMSFs cop it on some new angles
Getting ready for super catch-ups
SUMMARY: 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
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