Bruce Brammall, 7 November, 2018, Eureka Report SUMMARY: What you need to know and do about your super before you die – super estate planning basics. Death is … Read More Super changes have made dying more complex
Tag Archives: concessional/non-concessional contributions
Why Australia’s pension ranking slipped
Bruce Brammall, 24 October, 2018, Eureka Report SUMMARY: Australia’s retirement income system scores a B, losing our spot on the podium to Finland. Ballooning household debt and tougher testing for … Read More Why Australia’s pension ranking slipped
Key arguments for and against setting up a SMSF
Bruce Brammall, 17 October, 2018, Eureka Report SUMMARY: Three reasons that should, and three reasons that should not, be why you might set up a SMSF. It might seem like … Read More Key arguments for and against setting up a SMSF
A court unlocks the sole purpose test
Bruce Brammall, 10 October, 2018, Eureka Report SUMMARY: Is the Aussiegolfa decision a small crack in the dam for SMSFs wanting to lease residential properties to related parties? DIY funds … Read More A court unlocks the sole purpose test
ATO plays chief SMSF detective
Bruce Brammall, 3 October, 2018, Eureka Report SUMMARY: ATO cuts some new DIY fund members off at the knees, while those with multiple SMSFs given a fair warning. The … Read More ATO plays chief SMSF detective
Another lender bites the LRBA dust
Bruce Brammall, 26 September, 2018, Eureka Report SUMMARY: AMP exits the SMSF lending market, increasing risks for LRBA borrowers. Some signs are beginning to look a bit ominous … Read More Another lender bites the LRBA dust
SMSFs are outperforming peers
Bruce Brammall, 19 September, 2018, Eureka Report SUMMARY: SMSFs pull ahead on performance, as trustees adjust to rule changes to play the game smarter, with better advice. Active investment and … Read More SMSFs are outperforming peers
Should you buy insurance inside super?
Bruce Brammall, 12 September, 2018, Eureka Report SUMMARY: Concessional contribution limit reductions have made the call on insurance inside super a tougher decision. Here’s what you need to consider. … Read More Should you buy insurance inside super?
Will Labor hurt your super?
Bruce Brammall, 5 September, 2018, Eureka Report SUMMARY: Time to start considering the impact of a Labor victory at the next election on your investment portfolio. The dust is … Read More Will Labor hurt your super?
Selling a property into your super fund
Bruce Brammall, 29 August, 2018, Eureka Report SUMMARY: Are you considering selling property to get money into super? Here’s what you need to consider. It is rare that no-one … Read More Selling a property into your super fund