SUMMARY: Proposals to limit mega-SMSFs are becoming more frequent and getting smarter. There was a belief before the last election that an incoming Coalition government would be a reversal of … Read More Super wealthy in the firing line
Tag Archives: SMSFs
Saving SMSFs from the spruikers
SUMMARY: Super and property – more ideas surface to stop the shonks, while Senator Xenophon needs to pull his head in. In any arena, most people play by the rules … Read More Saving SMSFs from the spruikers
Deferred annuities: A timely review
SUMMARY: Finally, we’re going to get serious about super retirement income-stream products. It’s been a concern of the industry for a long time. When it comes to turning on an … Read More Deferred annuities: A timely review
Did you beat the super benchmark?
SUMMARY: Did you have a good year as investment manager for your SMSF? The answer is “no” if your portfolio didn’t return 13.8%. It’s not just double digits for the … Read More Did you beat the super benchmark?
How to avoid a super death tax
SUMMARY: Protecting your family from super’s death tax can take a little planning. Superannuation, on the surface, is about saving for your retirement. In fact, that aim is actually enshrined … Read More How to avoid a super death tax
The pros and cons of SMSFs
SUMMARY: Should I start my own SMSF? Why should I, and why should I not? Their numbers topped 500,000 a while ago. And their members have recently passed through the … Read More The pros and cons of SMSFs
The super property end game
SUMMARY: If you’re comfortable with property outside super, why wouldn’t you invest in property inside your SMSF? The power of property investment is a broadly understood wealth-creation concept by those … Read More The super property end game
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 benefits after death
SUMMARY: Anti-detriment payment after death from your SMSF are a way of recouping tax paid for your beneficiaries. Taxation can be a funny thing. Some tax rules seem particularly unfair. … Read More Super benefits after death