(03) 9020 2905SUMMARY: 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
Category Archives: Newsletters
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
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
Super gearing may be on borrowed time
SUMMARY: Gearing-in-super issues continue to be touched up in the lead up to 30 June. Things are getting interesting in the … Read More Super gearing may be on borrowed time
Where SMSFs fit in the property debate
SUMMARY: SMSF property investors are not the enemy of first home buyers. Property and superannuation are top of the pops at the moment – barely a TV news bulletin … Read More Where SMSFs fit in the property debate
Get into the spouse super juggling act
SUMMARY: Five strategies for couples to even up super balances this year, if they can act quickly. Fatigue has set in. And some barely repressable anger. … Read More Get into the spouse super juggling act
Super Advice: Your burning super and pension questions answered
SUMMARY: The most common questions being asked in the lead-up to 30 June and the big-bang changes. Question: How can I maximise how … Read More Super Advice: Your burning super and pension questions answered
Super is not a housing affordability solution
SUMMARY: SMSF property investors need to keep a self-interested eye on the current housing affordability debate. Aha. It must, officially, be time to hyperventilate over property prices. The … Read More Super is not a housing affordability solution