(03) 9020 2905SUMMARY: What you must consider for your transition-to-retirement income streams before 30 June. One question is going to be dogging the minds of those in receipt of a transition-to-retirement … Read More The TTR dilemma: will it pay to quit work?
Pay off mortgage if ready to retire
An utterance from my DebtBoy just before Christmas gave me a shock reality check of how my retirement might spiral horribly out of my control. With no warning, and … Read More Pay off mortgage if ready to retire
Advisor Q&A: The hottest super topics
SUMMARY: The new defined benefit pension arrangements are causing angst for Eureka readers. Defined benefit pensions, recontributions and TTR strategies seem to be the issues causing the angst for … Read More Advisor Q&A: The hottest super topics
Does borrowing for super make sense?
SUMMARY: Is it worth borrowing to tip money into super ahead of 30 June? It’s a very different equation in 2017 than it was in 2007. Getting money into super … Read More Does borrowing for super make sense?
Your best super moves for 2017
SUMMARY: The world of super changes – not for the better – in 2017. Here’s what to consider before the 1 July 2017 deadline. The legislation has passed and we … Read More Your best super moves for 2017
In defence of SMSF borrowing restrictions
SUMMARY: The bleatings of some self-interested SMSF service providers should not mask that some people should be … Read More In defence of SMSF borrowing restrictions
Here’s what we can learn during annual navel-gazing season
I pretty much already have my Christmas present. The perfect present for me for summer. And the best part? It was free. Through what I suspect was largely dumb-arse luck, … Read More Here’s what we can learn during annual navel-gazing season
Clarifying the new segregation rules
SUMMARY: Segregation between pension and accumulation assets has been canned – but here’s a new strategy to beat the ban. Sometimes, even when you think you’re on top of things, … Read More Clarifying the new segregation rules
How I became sold on selling
If my family breeding and bloodlines were primed for one thing, it was a hatred of sales and advertising. My dad was a journalist. So were his mates. And … Read More How I became sold on selling
Pension cap elevates the segregation option
SUMMARY: Understanding SMSF tax … and then the tax saving that segregating pension assets might give you from 1 July. Tax and access – at its most basic, these are … Read More Pension cap elevates the segregation option