(03) 9020 2905SUMMARY: Make sure you get your salary sacrifice sorted properly in the 30 June final countdown for contributions. Timing is everything. Normally top of mind when I’m … Read More Timing is everything for June 30 contributions
All posts by Bruce
Federal Budget 2017: The super pros and cons
SUMMARY: Super bonus for downsizing retirees the upside, property tax deductions the main downside from Federal Budget 2017. If you are a self-managed super … Read More Federal Budget 2017: The super pros and cons
Don’t always listen to the ATO
SUMMARY: Put insurance at the top of your considerations when moving super from anywhere to anywhere. Sometimes the “advice” you get from the Tax Office is the worst … Read More Don’t always listen to the ATO
On the property merry-go-round
There’s a fine line between pleasure and pain”. I’m tipping there are a few people surveying Perth’s property market feeling that at the moment. The following relates specifically … Read More On the property merry-go-round
The ATO’s last minute pensions reprieve
SUMMARY: ATO clarifies rules on $1.6m pension rollbacks, and gives a pardon for death benefit errors in the past. The Tax … Read More The ATO’s last minute pensions reprieve
The new rules on salary sacrificing
SUMMARY: Salary sacrifice changes forever on 1 July. Are you ready? One big question that will not be … Read More The new rules on salary sacrificing
Big improvement on Rudd’s dudd
The last time a government tried to help young’uns to boost their super savings … well, it was the stupidest idea ever. In the 2008 Budget, Kevin Rudd gave … Read More Big improvement on Rudd’s dudd
Federal Budget 2017: The super pros and cons
SUMMARY: Super bonus for downsizing retirees the upside, property tax deductions the main downside from Federal Budget 2017. If you are a self-managed super fund trustee, it’s safe to take … Read More Federal Budget 2017: The super pros and cons
Super strategies for death
SUMMARY: How the death of a spouse will impact on the $1.6m pension … Read More Super strategies for death
Credit card limits are cancer for home financing
If you’re not in control of your credit card, you’re not really in control of your financial life. An over-the-top generalisation? Actually, it’s not. … Read More Credit card limits are cancer for home financing