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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?
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
SUMMARY: 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
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
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
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
SUMMARY: How did you fare as a SMSF investment manager in FY16? To prove your worth, the number you needed to beat … was 5.05%. A positive return in your … Read More How did your SMSF perform in FY16?
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
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
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