(03) 9020 2905Bruce Brammall, 15 August, 2018, Eureka Report SUMMARY: Will we spend money like drunken sailors in retirement? Surprisingly, not as many of us as we’d think. There’s not much about … Read More Old age needn’t be a fiscal drag
Tag Archives: Winning super investment strategies
How to minimise the impact of the ‘death tax’
Bruce Brammall, 8 August, 2018, Eureka Report SUMMARY: Running multiple pensions and drawdowns can deliver a better taxable result for beneficiaries after you’ve checked out. Superannuation, as we know, … Read More How to minimise the impact of the ‘death tax’
Pension now, not so fast
Bruce Brammall, 1 August, 2018, Eureka Report SUMMARY: Should you turn on a super pension? Not the simple question it used to be. You’ve hit round about that age … Read More Pension now, not so fast
The new rules on sacrificing
Bruce Brammall, 22 November 2017, Eureka Report SUMMARY: The new personal deductible contribution rules will be a big boost for your super. But there are some complexities. Bright spots were … Read More The new rules on sacrificing
Into super or into your home?
SUMMARY: Into your super or into your home? Where do you plough excess savings? Something left over after all the bills are paid is generally the aim of the game. … Read More Into super or into your home?
The ATO raises the TBAR on pension reporting
SUMMARY: Real-time reporting of pension income streams is coming. Here’s what you need to start thinking about. TBAR sounds like something your kids (or grandkids) might … Read More The ATO raises the TBAR on pension reporting
DIY super needs a hands-on approach
SUMMARY: Do you really know the asset allocation of your SMSF? Sit down and figure it out. And be ruthless. The plight of the DIY super trustee … Read More DIY super needs a hands-on approach
Disrupting retirement: What needs to happen
While super’s best brains search for a golden goose of retirement income products, just stay focussed on building your nest egg. We are nearly three years into the … Read More Disrupting retirement: What needs to happen
Tell your kids this
SUMMARY: If your kids still listen to you … here’s what you need to tell them to do with their super. My son is 10. He still listens to … Read More Tell your kids this
Lower LVRs put a squeeze on SMSFs
SUMMARY: Lending for SMSFs has been turned on its head. Does it still work as a strategy? It’s tighter, but yes. Property investment is a honey pot. It … Read More Lower LVRs put a squeeze on SMSFs