(03) 9020 2905SUMMARY: The unanswered questions! Here are my responses to the questions we didn’t get to in the inaugural Adviser Q&A. Thanks very much for the great response to the inaugural … Read More My answers to your burning super questions
Tag Archives: Pension and TTR strategies
It’s time to make some super decisions
SUMMARY: The superannuation changes can’t sit on the political backburner. Decisions, or deals, need to be done now. I’m thinking of buying Treasurer Scott Morrison a new t-shirt. It … Read More It’s time to make some super decisions
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of … Read More The biggest hit to Aussie super savers
The biggest hit to Aussie super savers
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super … Read More The biggest hit to Aussie super savers
Super ‘reform’ story has more to play
SUMMARY: Hold off on non-concessional contributions for now. The “agreed” changes are far from a done deal. The dust hasn’t settled. And the horse-trading certainly has only just begun. In … Read More Super ‘reform’ story has more to play
Super reality check – unlimited tax-free super was always too good to be true
Don’t know about you, but I’ve got flashbacks to the 70s. Specifically, of Bruce Banner: “Don’t make me angry. You wouldn’t like me when I’m angry.” The Incredible Hulk is … Read More Super reality check – unlimited tax-free super was always too good to be true
Preparing your super for the election
SUMMARY: Labor dumps opposition to Coalition’s big-bang superannuation changes, admitting it will adopt them. It’s official: You need to start preparing for an … Read More Preparing your super for the election
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Transition to retirement pensions: not dead yet
SUMMARY: The reports of the death of TTR have been exaggerated. Still a worthwhile strategy, even if a little less effective. For many, it was almost too good to be … Read More Transition to retirement pensions: not dead yet
Super strategies to use now
SUMMARY: The Budget super changes are far from law. But, clearly, couples must work more closely as a super team from this instant on. If the Turnbull Government’s super changes … Read More Super strategies to use now