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
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
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?
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
SUMMARY: Is it worth borrowing to tip money into super ahead of 30 June? It’s a very different equation in 2017 than it was in 2007. Getting money into super … Read More Does borrowing for super make sense?
SUMMARY: The world of super changes – not for the better – in 2017. Here’s what to consider before the 1 July 2017 deadline. The legislation has passed and we … Read More Your best super moves for 2017
SUMMARY: The bleatings of some self-interested SMSF service providers should not mask that some people should be … Read More In defence of SMSF borrowing restrictions
SUMMARY: Segregation between pension and accumulation assets has been canned – but here’s a new strategy to beat the ban. Sometimes, even when you think you’re on top of things, … Read More Clarifying the new segregation rules
SUMMARY: Understanding SMSF tax … and then the tax saving that segregating pension assets might give you from 1 July. Tax and access – at its most basic, these are … Read More Pension cap elevates the segregation option
SUMMARY: SMSF property investors need to sit back and watch some dust settle. For self-managed super fund property investors, super’s “new” rules and surrounding framework are a long way from … Read More Pension cap creates a property dilemma