(03) 9020 2905SUMMARY: 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
Tag Archives: pension accounts
Secret lessons from DIY funds
SUMMARY: Taking SMSFs seriously – now fund managers and stock brokers want to know how we think so they can second guess us. Yes, self-managed super funds are a force … Read More Secret lessons from DIY funds
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
Is property best inside a SMSF?
SUMMARY: You’re ready to buy an investment property. But inside or outside a SMSF? Here’s what you need to weigh up. It’s a parent’s lot to put their children’s interests … Read More Is property best inside a SMSF?
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”
Super changes: Preparing for the expected
SUMMARY: While complex changes to super have been ditched, there’s no word on increasing concessional contributions limits. And, to be sure, don’t hold your breath. The wording of the Coalition’s … Read More Super changes: Preparing for the expected
Six tips for your pension shift
PORTFOLIO POINT: A change in investment styles as you shift to pension? Here are six things to consider. An important positive about tax rules is that they are largely don’t … Read More Six tips for your pension shift
Super duo strategies to cut tax
PORTFOLIO POINT: Uneven incomes in your couple? And at least one of you is considering a pension? Here’s a strategy for you. Money is, from the results of most surveys, … Read More Super duo strategies to cut tax