(03) 9020 2905PORTFOLIO POINT: You can contribute to super when you’re not working, or if you retire, or semi-retire early. Here are the rules if you’re considering this option. Superannuation feels like … Read More Understanding super’s post-65 rulebook
Tag Archives: Non-concessional contributions
Multiple funds the answer to taking pension while working
PORTFOLIO POINT: Can your SMSF give you simultaneous pension and accumulation funds? Yes, here’s how. It’s an area many SMSF trustees don’t understand well – even those who might have … Read More Multiple funds the answer to taking pension while working
Powering up the pension
PORTFOLIO POINT: Many pensioners are facing massive increases in the minimum super pensions they draw this year. Here’s how you can deal with it. Hands up if you want more … Read More Powering up the pension
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
Why non-concessional contributions pay
PORTFOLIO POINT: Non-concessional contributions have a mighty powerful impact on your super balance for those who make them. You can’t point to too many areas of superannuation that have contained … Read More Why non-concessional contributions pay
One deadline that’s super important
PORTFOLIO POINT: It’s not too late to get your final contributions into super for FY13. But make sure you don’t get caught on the tricky timing issue. Knock, knock. Who’s … Read More One deadline that’s super important
An in-specie backdown
PORTFOLIO POINT: Death of the death of the in-specie transfer ban? A Government backdown is a surprise boost for SMSF trustees. If there’s a saint of self-managed superannuation trustees, then … Read More An in-specie backdown
Seven super tips before June 30
PORTFOLIO POINT: A year to celebrate the positive whims of the market, sure. But don’t miss putting the cream on the top. With six weeks to go, it’s looking like … Read More Seven super tips before June 30
A super time to split
PORTFOLIO POINT: Don’t take the chance this new legislation will fail to pass. You need to start splitting super contributions now. There has been a relatively small band of superannuation … Read More A super time to split
Contributions capers: Another year, another change
PORTFOLIO POINT: I give up. If you know what’s happening with concessional contribution limits, email me. To quote comic legend Rowan Atkinson playing the pastor addressing his flock in 80s … Read More Contributions capers: Another year, another change