(03) 9020 2905PORTFOLIO POINT: Ramping up your non-concessional contributions before starting the pension can aid transition-to-retirement plans. There’s little doubt that transition to retirement strategies have been, well, neutered, to a large … Read More Transition to more super
Tag Archives: Transition to Retirement
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Post budget super strategies
PORTFOLIO POINT: Post-Budget super strategies to combat the latest attack on your retirement nest-egg. I was seething. As should you have been. Sure, I was sitting on a holiday in … Read More Post budget super strategies
Enemy of the SMSF people
PORTFOLIO POINT: Lies, damned lies and statistics. Selective quoting of stats won’t make ACOSS a friend of SMSF trustees. Today I’m going to declare an “enemy” of self-managed super funds. … Read More Enemy of the SMSF people
How to start your DIY pension
PORTFOLIO POINT: It’s not quite as simple as “insert pension, press play”. So how do you “flick on” a pension in your SMSF? Pensions are, literally, what super is all … Read More How to start your DIY pension
Super and the value of segregation
PORTFOLIO POINT: These assets stay here. Those assets go there. Segregation within SMSF can lead to better tax outcomes. The word “segregation” has some nasty connotations, most usually associated with … Read More Super and the value of segregation
Super’s magic years
PORTFOLIO POINT: Have your cake and eat it too – combining salary sacrifice with a transition to retirement strategy. “Hey Dad, there’s some bloke here at Eureka Report who reckons … Read More Super’s magic years
Two pensions better
PORTFOLIO POINT: Why take two pensions instead of one? Because the estate planning ramifications are potentially worth tens of thousands of dollars. Here’s why. It can often make sense to … Read More Two pensions better
Give back your super pension
PORTFOLIO POINT: Looking to adjust your pension mid-year because of market volatility? Here’s a strategy to keep in mind. Super pensions can be a relatively simple affair. Take the value … Read More Give back your super pension
Super’s safe house
PORTFOLIO POINT: Should you sell your properties to get money into your SMSF? There’s plenty to weigh up. Here are the main points (Part I) A recent survey suggested that … Read More Super’s safe house