(03) 9020 2905SUMMARY: 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
All posts by Bruce
Don’t panic about war talk
Forget the phoney election “class warfare” grabbing the headlines, with Billy claiming this and Malcolm claiming that. There’s a bigger, more important, war erupting. Generational warfare. An economic one. And … Read More Don’t panic about war talk
Super strategies to use now
SUMMARY: The Budget super changes are far from law. But, clearly, couples must work more closely as a super team from this instant on. If the Turnbull Government’s super changes … Read More Super strategies to use now
Earth-moving changes to super a seismic shock
Nobody predicted the scale of last week’s changes to superannuation. It was a big-bang, 8.7-on-the-Richter-scale, once-in-a-decade, event. While almost all of the changes had been floated, that all of them … Read More Earth-moving changes to super a seismic shock
What I’m telling my clients to do next
SUMMARY: Mind-blowing changes to superannuation in last night’s budget. Here are some early, important, strategies. Welcome back to 2006. Last night’s Budget set superannuation back a full decade. But arguably … Read More What I’m telling my clients to do next
Your plan for tax and rate cuts
Finances go backwards occasionally. Precious few could say it’s never happened to them. Sometimes it’s because markets are imploding. Stock and/or property markets occasionally tank, temporarily at least flushing possibly … Read More Your plan for tax and rate cuts
Avoid these superannuation accidents
SUMMARY: Finish off the super year with care – getting your contributions right is critical. Contributions to super … Read More Avoid these superannuation accidents
Time will come eventually
When it comes to making big, stupid, regrettable predictions, I’d like to think I don’t have too much to be embarrassed about. Sure, like everyone, I’ve made some dumb … Read More Time will come eventually
Budget 2016: The risks for super
SUMMARY: Don’t risk being caught short on a transition to retirement strategy ahead of Budget 2016. Rarely has so much mud slinging on superannuation tax change occurred as it has … Read More Budget 2016: The risks for super
Reverse mortgages getting a bad rap
My hippy parents are annoyingly young. The sort of annoying that occasionally has them mistaken as my older brother/sister in public. By today’s standards, they had me before they were … Read More Reverse mortgages getting a bad rap