(03) 9020 2905SUMMARY: SMSF property investors need to sit back and watch some dust settle. For self-managed super fund property investors, super’s “new” rules and surrounding framework are a long way from … Read More Pension cap creates a property dilemma
Tag Archives: Strategies to build super
The new rules for defined benefit schemes
SUMMARY: The gloss will come off the generosity of some defined benefit schemes from July next year. It has escaped the limelight because … Read More The new rules for defined benefit schemes
Future Fund lessons for self-managed investors
SUMMARY: Investment returns in your SMSF cannot be viewed in isolation. They need regular review. And a dose of realism. Australia’s single largest superannuation fund missed its target in … Read More Future Fund lessons for self-managed investors
Living longer is a super problem
Bruce Brammall, 26th October 2016, The Eureka Report SUMMARY: Lower contribution limits and taxed pensions will be followed by harsher measures in years to come, says survey. Note to all … Read More Living longer is a super problem
Super: It’s time to move on
I hate to be the crusher of dreams, the strangler of wishful thinking. But I think it’s … Read More Super: It’s time to move on
Superannuation changes set off insurance alarms
SUMMARY: Insurance inside super from next year will require a re-evaluation. Lower contribution limits have tilted the field. Life insurance inside superannuation has been a relatively simple equation for … Read More Superannuation changes set off insurance alarms
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