Home and away with super
March 9, 2018
Australians buying their first home or downsizing in retirement are about to receive a helping hand thanks to new superannuation rules which come into effect on July 1. From that…
Transition to retirement – Still a smart move
February 7, 2018
They say 60 is the new 40. And while it’s true that today’s over-50s are healthy and active for longer than previous generations, many in this position begin to dream…
Homing in on a happy retirement
November 1, 2017
Owning your own home has long been the Australian dream but after years of strong house price growth it’s becoming less of a reality for many. This has major implications…
Time to review transition to retirement pensions
July 4, 2017
Amid the major reforms to superannuation that took effect on July 1, some significant changes to the tax treatment of your Transition to Retirement Pension (TRIP) may have flown under…
Winding up your SMSF: Keep the end in sight
May 30, 2017
They say all good things must come to an end, and it’s no different with self-managed super funds. Australians are discovering the benefits of running their own fund in record…
Countdown to super deadline
March 8, 2017
The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of July 1, new rules come…
Beware of pension pressure
February 2, 2017
Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension entitlements.
Achieving your dream of early retirement
February 2, 2017
Spending more time with your family. Picking up a brand new hobby. Exploring exotic destinations for longer than your scant weeks of annual leave would allow. However you paint it,…
Saving for retirement: the big picture
November 9, 2016
Australians are constantly being told they are not saving enough for their retirement. The argument goes that unless you have enough saved in superannuation you will be forced to rely…
Super gets a makeover, again
October 9, 2016
Just when those saving for retirement thought the rules couldn’t get any more complex, the Turnbull Government has revised some of the key elements of the controversial superannuation reforms it…
Chasing yield in a low interest rate world
October 9, 2016
Low interest rates and unsettled sharemarkets make the chase for yield a challenging prospect. And yield is important, particularly for those approaching or already in the retirement phase. Because maintaining…
SMSF rules change, again
August 10, 2016
As every trustee of a self-managed super fund (SMSF) knows, the ATO loves shifting the goal posts. This time the taxman’s big change is to grant a seven-month extension on…
Taxing issues for SMSFs
June 28, 2016
The re-think of Australia’s taxation system has superannuation firmly in its sights. That’s making investors nervous, especially those with their own self-managed super fund.
Investing in a better retirement
November 30, 2015
What is superannuation? We all have dreams of what we would like more of in retirement. More time for travel, to pursue other interests or to relax with family and…
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