SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of blows that could bring many great strategies to the canvass. The reductions of concessional contributions to $25,000 and non-concessional contributions to $500,000, added to the […]
SUMMARY: Here’s the detail on the pain of the new transition to retirement pension tax. There’s no one killer punch in the Coalition’s super shakeup – it’s a combination of blows that could bring many great strategies to the canvass. The reductions of concessional contributions to $25,000 and non-concessional […]
SUMMARY: How did you fare as a SMSF investment manager in FY16? To prove your worth, the number you needed to beat … was 5.05%. A positive return in your self-managed super fund was probably just a dream for most of the last financial year. Australian shares got crunched in July, then pounded in January […]
SUMMARY: Hold off on non-concessional contributions for now. The “agreed” changes are far from a done deal. The dust hasn’t settled. And the horse-trading certainly has only just begun. In the meantime, for most, I wouldn’t be recommending anyone make any unnecessary non-concessional contributions to super. Certainly without thoroughly checking your tax records, or the […]
Don’t know about you, but I’ve got flashbacks to the 70s. Specifically, of Bruce Banner: “Don’t make me angry. You wouldn’t like me when I’m angry.” The Incredible Hulk is the ultimate in “pissed off”. From gentle scientist to brute-force killing machine in seconds. Potentially, just because the wheel nut slipped when changing the tyre […]
SUMMARY: Labor dumps opposition to Coalition’s big-bang superannuation changes, admitting it will adopt them. It’s official: You need to start preparing for an overhaul of superannuation changes – no matter who wins office on Saturday. The biggest negative changes to super – announced by Treasurer Scott Morrison on […]
SUMMARY: 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 true. A tax lurk that allowed a roundabout of tax minimisation that was effectively a handout to those over 60. Transition to retirement pensions. For […]
SUMMARY: 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 true. A tax lurk that allowed a roundabout of tax minimisation that was effectively a handout to those over 60. Transition to retirement pensions. For […]
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 are enacted, stand by for a flood of new super strategies. Of Biblical proportions. I’m stacking them up, ready to deliver in this forum. Strategies […]
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 it’s far, far worse. Getting money into super – from 7.30pm last night when the Treasurer stood to speak – has become much, much harder. […]
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