(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
All posts by Bruce
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
Biggest risks can be in property
Huge financial disasters, by their very nature, come from positions where the greatest risks are taken. Sometimes, this is simply rampant stupidity. When a big punt is made and caution … Read More Biggest risks can be in property
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