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SUMMARY: Insurance inside super from next year will require a re-evaluation. Lower contribution limits have tilted the field. Life insurance inside superannuation has been a relatively simple equation for … Read More Superannuation changes set off insurance alarms
SUMMARY: Getting extra tax deductions for super, taxable and tax-free quotas under the $1.6m rule … answering more webinar questions. Another great webinar with Eureka Report readers last Thursday. … Read More Advisor Q&A: Addressing your super challenges
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
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
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
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
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?
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
SUMMARY: The unanswered questions! Here are my responses to the questions we didn’t get to in the inaugural Adviser Q&A. Thanks very much for the great response to the inaugural … Read More My answers to your burning super questions
SUMMARY: The superannuation changes can’t sit on the political backburner. Decisions, or deals, need to be done now. I’m thinking of buying Treasurer Scott Morrison a new t-shirt. It … Read More It’s time to make some super decisions