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Tag: Superannuation

The super property end game

SUMMARY: If you’re comfortable with property outside super, why wouldn’t you invest in property inside your SMSF? The power of property investment is a broadly understood wealth-creation concept by those Australians who have been doing it for a long time. Australians are increasingly getting used to building property portfolios, and are at ease with the […]

Eight super things to do before June 30

SUMMARY: There are just five weeks left to make the most of some super rules for this financial year. It seems to come around faster and faster every year – but 30 June is just five weeks away now. That’s not a lot of time to plan the last-minute special efforts that add the one […]

Planning for the pension changes

SUMMARY: The door stays open until the end of the year for account-based pensions and generous health care cards. There’s going to be a rush of work surrounding super pensions before the end of this year. And it will be largely about locking in access to the generous government health care card. Planning for it […]

A super dream put to rest

SUMMARY: Big-picture changes are coming to superannuation. It’s never too early to plan to beat them. It’s time to declare at least one superannuation dream dead. It’s been in a coma for a while. But Treasurer Joe Hockey put a pillow over its face last week and held it down tight. It didn’t fight back. […]

Super benefits after death

SUMMARY: Anti-detriment payment after death from your SMSF are a way of recouping tax paid for your beneficiaries. Taxation can be a funny thing. Some tax rules seem particularly unfair. Others … you are sometimes left to wonder how legislators dreamt up something so sensible and generous. The latter is the case with what’s known […]

SMSF money is moving out of cash

SUMMARY: A speed gun would clock it at marginally faster than glacial, but SMSF money is moving out of cash. To where is the surprise. There are two assets that Australian SMSF trustees love more than any other – cash and Australian equities. Often, SMSFs will hold 100% of their funds in these two assets […]

Super… nest egg, not nest

SUMMARY: No. No! NO! Ignore this nonsense about accessing super early to buy homes. It’s dumb on many levels. Australians should not be able to access their super funds to purchase homes. Not under Australia’s current super system. Calls to do so are populist claptrap, sometimes pushed by self interest. To date, the calls have […]

Crunching superannuation gearing

SUMMARY: An appetite for gearing risk is back for investors. Here’s the menu for super investors who are hungry. More than six years after the barn doors were fully opened, gearing for superannuation funds remains divisive. Many have not embraced it and would still like to see it banned again. It’s good that it hasn’t […]

Crunching the gearing

SUMMARY: An appetite for gearing risk is back for investors. Here’s the menu for super investors who are hungry. More than six years after the barn doors were fully opened, gearing for super funds remains divisive. Many have not embraced it and would still like to see it banned again. It’s good that it hasn’t […]

Super concessional contributions caps to rise for under 50s … don’t miss it!

SUMMARY: Positive developments on two fronts in super, with lighter regulation of SMSFs a possibility. It seems like the tide has been running out forever for superannuation investors, including SMSF trustees. In reality, it has been about six years. But recent evidence suggests the tide has turned. And in the last week, SMSF trustees (and […]