(03) 9020 2905SUMMARY: SMSFs who were pushing the boundaries on 0% related-party loans face big tax penalties from the ATO. When the Tax Office wants to close a door, they’ve been known … Read More Lending to your SMSF? Look out
Tag Archives: Accumulation funds
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
Saying goodbye to work … slowly
SUMMARY: Retiring too early? Don’t, there are plenty of reasons to stay working until you’re really ready to ride off into the sunset. The idea of turning in your badge, … Read More Saying goodbye to work … slowly
A million reasons to watch SMSFs
SUMMARY: SMSFs continue to do what they know best – make sure that their own best interests are being looked after. UNDERDOG status is something with which DIY super funds … Read More A million reasons to watch SMSFs