(03) 9020 2905Bruce Brammall, 15 August, 2018, Eureka Report SUMMARY: Will we spend money like drunken sailors in retirement? Surprisingly, not as many of us as we’d think. There’s not much about … Read More Old age needn’t be a fiscal drag
Tag Archives: Pension and TTR strategies
How to minimise the impact of the ‘death tax’
Bruce Brammall, 8 August, 2018, Eureka Report SUMMARY: Running multiple pensions and drawdowns can deliver a better taxable result for beneficiaries after you’ve checked out. Superannuation, as we know, … Read More How to minimise the impact of the ‘death tax’
Pension now, not so fast
Bruce Brammall, 1 August, 2018, Eureka Report SUMMARY: Should you turn on a super pension? Not the simple question it used to be. You’ve hit round about that age … Read More Pension now, not so fast
Advisor Q&A: Addressing your super challenges
SUMMARY: Getting extra tax deductions for super, taxable and tax-free quotas under the $1.6m rule … answering more webinar questions. Another great webinar with Eureka Report readers last Thursday. … Read More Advisor Q&A: Addressing your super challenges
Super changes reset the TTR clock
SUMMARY: The reversion to a $100k annual NCC limit has improved the relevance of transition to retirement strategies. The Government’s backward … Read More Super changes reset the TTR clock
A super property alert for SMSF trustees
SUMMARY: Property strategies will need to adapt with new limits in super and pension funds. Here’s how. Last week’s backdown on the $500,000 non-concessional limit will have appeased some. But … Read More A super property alert for SMSF trustees
Morrison’s super changes still have victims
SUMMARY: Coalition wavers, dumping $500k after-tax cap. But not without creating a few new superannuation victims. Treasurer Scott Morrison has caved to pressure from his backbench on the $500,000 non-concessional … Read More Morrison’s super changes still have victims
Busting the $1.6m super cap. Here’s what to do
SUMMARY: The $1.6 million transfer-to-pension cap … what you need to start considering now. So, you’re going to bust the cap. You’ve got … Read More Busting the $1.6m super cap. Here’s what to do
Is the end nigh for super recontributions?
SUMMARY: Recontribution strategy users the real victims of retrospective $500k non-concessional contribution limit. The final hard sell on the government’s proposed superannuation overhaul started on Monday in Canberra. Politicians started … Read More Is the end nigh for super recontributions?
Morrison’s struggles may spur super changes
SUMMARY: Canberra’s super pressure cooker is leaking – and agreement to lift the NCC limit could seal the deal. Treasurer Scott Morrison is on a mini-roadshow, selling his proposed … Read More Morrison’s struggles may spur super changes