(03) 9020 2905SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of … Read More The biggest hit to Aussie super savers
Tag Archives: concessional/non-concessional contributions
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super … Read More The biggest hit to Aussie super savers
How did your SMSF perform in FY16?
SUMMARY: How did you fare as a SMSF investment manager in FY16? To prove your worth, the number you needed to beat … was 5.05%. A positive return in your … Read More How did your SMSF perform in FY16?
Super ‘reform’ story has more to play
SUMMARY: Hold off on non-concessional contributions for now. The “agreed” changes are far from a done deal. The dust hasn’t settled. And the horse-trading certainly has only just begun. In … Read More Super ‘reform’ story has more to play
Super reality check – unlimited tax-free super was always too good to be true
Don’t know about you, but I’ve got flashbacks to the 70s. Specifically, of Bruce Banner: “Don’t make me angry. You wouldn’t like me when I’m angry.” The Incredible Hulk is … Read More Super reality check – unlimited tax-free super was always too good to be true
Preparing your super for the election
SUMMARY: Labor dumps opposition to Coalition’s big-bang superannuation changes, admitting it will adopt them. It’s official: You need to start preparing for an … Read More Preparing your super for the election
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Super strategies to use now
SUMMARY: The Budget super changes are far from law. But, clearly, couples must work more closely as a super team from this instant on. If the Turnbull Government’s super changes … Read More Super strategies to use now
What I’m telling my clients to do next
SUMMARY: Mind-blowing changes to superannuation in last night’s budget. Here are some early, important, strategies. Welcome back to 2006. Last night’s Budget set superannuation back a full decade. But arguably … Read More What I’m telling my clients to do next