(03) 9020 2905SUMMARY: Superannuation is not just about your retirement. A secondary purpose is to protect yourself and your family. Super is that great promise that you’ll have a grand sum of … Read More Protect yourself using super
Category Archives: SMSFs
An income stream in the family home
SUMMARY: Reverse mortgages are likely, eventually, to become a mainstay of retirement planning. The day is coming when governments will declare that the family home is no longer sacrosanct when … Read More An income stream in the family home
Gearing in DIY funds under threat
SUMMARY: SMSF borrowing arrangements and super tax for higher earners at biggest threat for change for Murray’s FSI final report. High-income earners and super property buyers could be about to … Read More Gearing in DIY funds under threat
Think twice about taking a super lump sum
SUMMARY: Wondering what to do with your super at retirement? Look harder at the pension option. Sometimes you need an outsider to come in to critique. Rip what you’re doing … Read More Think twice about taking a super lump sum
Seven weeks left to sort out your super
SUMMARY: Age pension and health care card changes start on 1 January. It’s not too late to shore yours up. Here’s what to do. There’s a deadline silently sneaking up … Read More Seven weeks left to sort out your super
Six super strategies for couples
SUMMARY: Couples working together financially can make one plus one equal more than two. It’s an unusual statistic, though it shouldn’t be overly surprising: Surveys show the widowed are generally … Read More Six super strategies for couples
Six ways to get ready for retirement
SUMMARY: Six steps to making sure your run up to retirement is as profitable as possible. There is a fuzzy point in your life when the retirement you have been … Read More Six ways to get ready for retirement
Australia takes silver in super rankings
SUMMARY: Australia picks up “silver” in global pensions survey – but has probably already lost its chance to defend its position next year. Australia has jumped to second in the … Read More Australia takes silver in super rankings
Telstra shareholders steal a few centimetres
SUMMARY: Telstra’s buy back winners are a limited few. But in the investing game, every few centimetres count. The billion-dollar Telstra buyback ended up being a bit of a fizzer, … Read More Telstra shareholders steal a few centimetres
How to choose between super and the mortgage
SUMMARY: Paying off your home, or contributing more to super? Lower rates can make this an even more super idea. Sustained low interest rates has certainly made paying off the … Read More How to choose between super and the mortgage