SUMMARY: The reversion to a $100k annual NCC limit has improved the relevance of transition to retirement strategies. The Government’s backward … Read More Super changes reset the TTR clock
A super property alert for SMSF trustees
SUMMARY: Property strategies will need to adapt with new limits in super and pension funds. Here’s how. Last week’s backdown on the $500,000 non-concessional limit will have appeased some. But … Read More A super property alert for SMSF trustees
Beware the one-stop-shop property investment
I’ve never been a protestor. I’ve never held aloft a banner, attended a march, or camped outside a building with a megaphone, demanding action, like, now. That’s not to say … Read More Beware the one-stop-shop property investment
Morrison’s super changes still have victims
SUMMARY: Coalition wavers, dumping $500k after-tax cap. But not without creating a few new superannuation victims. Treasurer Scott Morrison has caved to pressure from his backbench on the $500,000 non-concessional … Read More Morrison’s super changes still have victims
If you need help find an adviser
There are some things in life I simply won’t do. There is an equal amount Mrs DebtMan also refuses to lift a finger on. Sometimes, this is simply demarcation. Lines … Read More If you need help find an adviser
Busting the $1.6m super cap. Here’s what to do
SUMMARY: The $1.6 million transfer-to-pension cap … what you need to start considering now. So, you’re going to bust the cap. You’ve got … Read More Busting the $1.6m super cap. Here’s what to do
Is the end nigh for super recontributions?
SUMMARY: Recontribution strategy users the real victims of retrospective $500k non-concessional contribution limit. The final hard sell on the government’s proposed superannuation overhaul started on Monday in Canberra. Politicians started … Read More Is the end nigh for super recontributions?
Morrison’s struggles may spur super changes
SUMMARY: Canberra’s super pressure cooker is leaking – and agreement to lift the NCC limit could seal the deal. Treasurer Scott Morrison is on a mini-roadshow, selling his proposed … Read More Morrison’s struggles may spur super changes
Yes, you can have too much cash
Is it possible to hold too much cash? If that sounds crazy, like a trick question, that’s because it is. And, therefore, the answer is the opposite of what you … Read More Yes, you can have too much cash
Used wisely, debt can help to achieve great things
There is a group of people that, to the day I die, are going to confound me. But it’s mutual. I’ll never get them. And … Read More Used wisely, debt can help to achieve great things