(03) 9020 2905SUMMARY: There are just five weeks left to make the most of some super rules for this financial year. It seems to come around faster and faster every year – … Read More Eight super things to do before June 30
Tag Archives: Non-concessional contributions
Planning for the pension changes
SUMMARY: The door stays open until the end of the year for account-based pensions and generous health care cards. There’s going to be a rush of work surrounding super pensions … Read More Planning for the pension changes
A super dream put to rest
SUMMARY: Big-picture changes are coming to superannuation. It’s never too early to plan to beat them. It’s time to declare at least one superannuation dream dead. It’s been in a … Read More A super dream put to rest
Super concessional contributions caps to rise for under 50s … don’t miss it!
SUMMARY: Positive developments on two fronts in super, with lighter regulation of SMSFs a possibility. It seems like the tide has been running out forever for superannuation investors, including SMSF … Read More Super concessional contributions caps to rise for under 50s … don’t miss it!
Taking stock of in-specie transfers
SUMMARY: Time to start considering some tax planning after another good run for shares. So let’s revisit in-specie transfers to your SMSF. There was a time, fairly recently, when SMSFs … Read More Taking stock of in-specie transfers
Getting your SMSF 2014 ready
SUMMARY: Here are nine steps to get your SMSF ready for whatever’s ahead in 2014. In life, you can look forward or you can look back. But it usually pays … Read More Getting your SMSF 2014 ready
Making death less taxing for your kids
SUMMARY: 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
The biggest super question of all
SUMMARY: How much super should I have now for someone my age? Here’s a starting point – by 50, you should have 3.5 times your current salary. “I’m X years … Read More The biggest super question of all
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”
Your super pension strategy post the election
PORTFOLIO POINT: If you are 60-plus and still working, then a transition-to-retirement pension is a must. Plus what the election result means. If you are over 60 and still working, … Read More Your super pension strategy post the election