SUMMARY: SMSF property investors are not the enemy of first home buyers. Property and superannuation are top of the pops at the moment – barely a TV news bulletin … Read More Where SMSFs fit in the property debate
Tag Archives: concessional/non-concessional contributions
Get into the spouse super juggling act
SUMMARY: Five strategies for couples to even up super balances this year, if they can act quickly. Fatigue has set in. And some barely repressable anger. … Read More Get into the spouse super juggling act
Super Advice: Your burning super and pension questions answered
SUMMARY: The most common questions being asked in the lead-up to 30 June and the big-bang changes. Question: How can I maximise how … Read More Super Advice: Your burning super and pension questions answered
Super is not a housing affordability solution
SUMMARY: SMSF property investors need to keep a self-interested eye on the current housing affordability debate. Aha. It must, officially, be time to hyperventilate over property prices. The … Read More Super is not a housing affordability solution
A powerful pension top-up strategy
SUMMARY: Get acquainted with partial commutations. They are going to be critical for SMSFs in the near term. Changes to the law often mean the death to some … Read More A powerful pension top-up strategy
Salary sacrificing will soon get easier
SUMMARY: Restrictions taken off salary sacrifice strategies, plus New Zealand’s super pension age lift is a taste of things to come in Australia. Salary sacrifice … Read More Salary sacrificing will soon get easier
Super confusion: Understand your contribution limits
SUMMARY: Some of the finer points of getting money into super via NCCs, under the new, post-July, rules. It’s time to … Read More Super confusion: Understand your contribution limits
A fourth pot for your retirement plan
SUMMARY: Perhaps a four-pot strategy for retirement savings would suit wealthier clients. How about a family-owned company? The importance of getting the investment structure right should be no surprise to … Read More A fourth pot for your retirement plan
The TTR dilemma: will it pay to quit work?
SUMMARY: What you must consider for your transition-to-retirement income streams before 30 June. One question is going to be dogging the minds of those in receipt of a transition-to-retirement … Read More The TTR dilemma: will it pay to quit work?
Advisor Q&A: The hottest super topics
SUMMARY: The new defined benefit pension arrangements are causing angst for Eureka readers. Defined benefit pensions, recontributions and TTR strategies seem to be the issues causing the angst for … Read More Advisor Q&A: The hottest super topics