SUMMARY: It’s not too late for transition-to-retirement pensions to be updated to tax-free account-based pensionss. Here’s how. For a year, it has felt … Read More Pension hazard ahead: Act now

      SUMMARY: Limited-recourse borrowing arrangements (LRBAs) are under fire on two fronts, as government continues to struggle with post-July super legislation. If you can believe it, with just 9 … Read More SMSFs cop it on some new angles

      SUMMARY: Time to have a proper look at the five-year catch-up provisions – and how to make the most of them. It’s been a long-time coming for … Read More Getting ready for super catch-ups

      SUMMARY: Make sure you get your salary sacrifice sorted properly in the 30 June final countdown for contributions. Timing is everything. Normally top of mind when I’m … Read More Timing is everything for June 30 contributions

    SUMMARY: Put insurance at the top of your considerations when moving super from anywhere to anywhere. Sometimes the “advice” you get from the Tax Office is the worst … Read More Don’t always listen to the ATO

                  SUMMARY: ATO clarifies rules on $1.6m pension rollbacks, and gives a pardon for death benefit errors in the past. The Tax … Read More The ATO’s last minute pensions reprieve

SUMMARY: Super bonus for downsizing retirees the upside,  property tax deductions the main downside from Federal Budget 2017. If you are a self-managed super fund trustee, it’s safe to take … Read More Federal Budget 2017: The super pros and cons

                                  SUMMARY: How the death of a spouse will impact on the $1.6m pension … Read More Super strategies for death

                  SUMMARY: Gearing-in-super issues continue to be touched up in the lead up to 30 June. Things are getting interesting in the … Read More Super gearing may be on borrowed time