(03) 9020 2905SUMMARY: Do you want to make it tax-free for the next generation? A recontribution strategy requires some forward planning. We all know and love super as this great income stream … Read More Making death less taxing for your kids
Tag Archives: death benefit
Joint SMSFs: No such thing as “ours”
SUMMARY: One SMSF – many accounts. Why your SMSF has “yours” and “mine”, but no “ours”. It’s time to bust a myth about SMSFs. Perhaps it’s more misunderstanding or misconception … Read More Joint SMSFs: No such thing as “ours”
Prepare to die. It will save your loved ones $100,000
Always look on the bright side of death / Just before you draw your terminal breath The “Don’t Worry, Be Happy”, whistle-your-blues-away, approach to your impending demise might be a … Read More Prepare to die. It will save your loved ones $100,000
Seven super tips for 2013
PORTFOLIO POINT: Take a moment to be thankful for returns in calendar 2012. Now, focus on what you need to do in 2013. In recent years, it’s been rare that … Read More Seven super tips for 2013
A super change to avoid death and taxes
PORTFOLIO POINT: A death-tax removed! A major tax win for super pensions was a pleasant surprise in the recent mini-budget. How often would a government tell the Tax Office to … Read More A super change to avoid death and taxes
A good DIY deed
PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop. The prime driver for people getting into self-managed super … Read More A good DIY deed
A dozen do’s and dont’s for SMSFs
PORTFOLIO POINT: The temperature is rising in SMSF-land. Time to apply some protection. Here’s 12 do’s and don’ts to get you prepared for 2012. It’s looking like another daunting year … Read More A dozen do’s and dont’s for SMSFs