(03) 9020 2905SUMMARY: The world of super changes – not for the better – in 2017. Here’s what to consider before the 1 July 2017 deadline. The legislation has passed and we … Read More Your best super moves for 2017
Tag Archives: Winning super investment strategies
In defence of SMSF borrowing restrictions
SUMMARY: The bleatings of some self-interested SMSF service providers should not mask that some people should be … Read More In defence of SMSF borrowing restrictions
Here’s what we can learn during annual navel-gazing season
I pretty much already have my Christmas present. The perfect present for me for summer. And the best part? It was free. Through what I suspect was largely dumb-arse luck, … Read More Here’s what we can learn during annual navel-gazing season
Clarifying the new segregation rules
SUMMARY: Segregation between pension and accumulation assets has been canned – but here’s a new strategy to beat the ban. Sometimes, even when you think you’re on top of things, … Read More Clarifying the new segregation rules
How I became sold on selling
If my family breeding and bloodlines were primed for one thing, it was a hatred of sales and advertising. My dad was a journalist. So were his mates. And … Read More How I became sold on selling
Pension cap elevates the segregation option
SUMMARY: Understanding SMSF tax … and then the tax saving that segregating pension assets might give you from 1 July. Tax and access – at its most basic, these are … Read More Pension cap elevates the segregation option
Pension cap creates a property dilemma
SUMMARY: 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
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