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Tag: SMSFs.

Two new super measures to hit home

Bruce Brammall, 13 December, 2017, Eureka Report   SUMMARY: A win for older Australians, but probably at the expense of first-home buyers. You hardly call it an all-out war on property prices. In reality, it’s impact is barely likely to be felt. Like an earthquake measuring “2” on the Richter scale – not commonly felt […]

The new super catch-up property combo

 Bruce Brammall, 29 November 2017, Eureka Report SUMMARY: Property investors have two new super tools available to cut their capital gains. Here’s how to plan to save CGT. Property investors don’t get a lot of sympathy in general. And, okay, it’s a bit understandable. In recent decades, property investors have made squillions, as property markets […]

The new rules on sacrificing

Bruce Brammall, 22 November 2017, Eureka Report SUMMARY: The new personal deductible contribution rules will be a big boost for your super. But there are some complexities. Bright spots were few and far between in the recent super upheaval – but the new allowances for personal deductible contributions topped the list. Another was the “five-year […]

SMSF expenses blow out

    Bruce Brammall, 25 October 2017, Eureka Report SUMMARY: SMSF expenses have nearly tripled in just five years! Have you lost control of your super fund costs? Trustees of self-managed super funds appear to have lost control of their expenses – average expenses per fund have nearly tripled in five years. The cost blowout […]

No limit on super, just pension

  Bruce Brammall, 18 October 2017, Eureka Report SUMMARY: A limit of $1.6m in super? No! You are unlimited as to how big you can grow your super fund. There is an absurd misunderstanding gaining traction around the country about superannuation. It’s a message that the government hasn’t been deliberately pushing. However, it certainly won’t […]

SMSFs and mortgage decisions

  Bruce Brammall, 11 October 2017, Eureka Report SUMMARY: Interest-only or principal and interest for your SMSF loan? This decision for SMSFs has become collateral damage, so here’s what to consider. There was a time when interest-only loans were close to being the only way to go for investment property, including inside super. Interest-only repayments […]

Think outside the SMSF square

Bruce Brammall, 4 October 2017, Eureka Report       SUMMARY: Asset allocation has become a whole-of-wealth game since 1 July. Have you put enough thought into it? The new rules for super checked in three months ago, on 1 July. So, have you changed anything about your thinking since then? For most, the answer […]

The super cases for insurance

  SUMMARY: Insurance is an important consideration in super, despite industry arguments. Here’s what you need to consider. Life insurance is fighting a rising tide of discontent, predominantly caused by too many scandals. Insurance in super, even more so, is on the nose. Industry-led attempts to “fix” the current opt-out rules have not been well […]

Into super or into your home?

SUMMARY: Into your super or into your home? Where do you plough excess savings? Something left over after all the bills are paid is generally the aim of the game. It happens too rarely, to too few. The reality is, for most, where excess savings exist, expenditure rises to meet the challenge. But for those […]

The ATO raises the TBAR on pension reporting

        SUMMARY: Real-time reporting of pension income streams is coming. Here’s what you need to start thinking about. TBAR sounds like something your kids (or grandkids) might play on, or with, in the school yard. But no. It stands for “transfer balance account report”. And it’s something that anyone with a self-managed […]