Bruce Brammall, 15 August, 2018, Eureka Report SUMMARY: Will we spend money like drunken sailors in retirement? Surprisingly, not as many of us as we’d think. There’s not much about … Read More Old age needn’t be a fiscal drag
Tag Archives: concessional/non-concessional contributions
How to minimise the impact of the ‘death tax’
Bruce Brammall, 8 August, 2018, Eureka Report SUMMARY: Running multiple pensions and drawdowns can deliver a better taxable result for beneficiaries after you’ve checked out. Superannuation, as we know, … Read More How to minimise the impact of the ‘death tax’
Pension now, not so fast
Bruce Brammall, 1 August, 2018, Eureka Report SUMMARY: Should you turn on a super pension? Not the simple question it used to be. You’ve hit round about that age … Read More Pension now, not so fast
Crunching SMSF returns for FY18
Bruce Brammall, 25 July, 2018, Eureka Report SUMMARY: A positive year all all asset classes. How did you perform as SMSF investment manager? Did you beat 8.25%? Nothing blew anything … Read More Crunching SMSF returns for FY18
Beware SMSF property sharks
Bruce Brammall, 18 July, 2018, Eureka Report SUMMARY: Property and gearing are on the nose, but it doesn’t mean good property isn’t the right solution for savvy investors. … Read More Beware SMSF property sharks
The super deadline is now
Bruce Brammall, 20 June, 2018, Eureka Report SUMMARY: Grand final time for superannuation contributions. Are you ready? The traditional cold sweats/mad panics of the back-end of June have passed by … Read More The super deadline is now
A new SMSF viability threshold
Bruce Brammall, 13 June, 2018, Eureka Report SUMMARY: Is $1 million the new “viability threshold” for a SMSF? I’m going to start with what I hope is an unarguable fact: … Read More A new SMSF viability threshold
The small business super conundrum
Bruce Brammall, 23 May, 2018, Eureka Report SUMMARY: Could the government force business owners to pay themselves super? Not likely. But it’s more than a thought bubble. Running … Read More The small business super conundrum
A licence to live the good life
Bruce Brammall, 6 June, 2018, Eureka Report SUMMARY: Spending needs in retirement might not be as high as first thought. But that doesn’t mean YOU shouldn’t aim … Read More A licence to live the good life
A mixed bag for SMSFs
Bruce Brammall, 30 May, 2018, Eureka Report SUMMARY: Productivity Commission turns up heat on super, but finds little to complain about with SMSF sector. Further structural overhauling of superannuation … Read More A mixed bag for SMSFs