Clik here to view.
NEWS – Are you aware of the Limited Recourse Borrowing Determination in April...
Limited Recourse Borrowing Determination In June the ATO announced confirmation of an April Determination 2014 Legislative instrument, drawing people’s attention to Limited Recourse Borrowing for...
View ArticleClik here to view.
Masterclass SMSF – Penalties the ATO can exercise on SMSF Trustees
SMSF – Penalties the ATO can exercise on SMSF Trustees Self-Managed super fund (SMSF) trustees must always keep in mind the penalties the ATO can exercise on them. The penalty system has been in...
View ArticleClik here to view.
Basics about Super – Basics 6-10 about the Australian Super System
Basics 6-10 about the Australian Super System Continuing our 2 part series, here is five more basics about the Australian Super system. (For the first 5 Basics 1-5 see HERE) Investment Choices -...
View ArticleClik here to view.
Pensions – Can I still work once I am past Pension Age?
Pensions – Can I still work once I am past Pension Age? The Australian Government can assist older Australians with many income support and services, and even if you get some form of Government...
View ArticleClik here to view.
CASE STUDY – Pooling super with brother-in-law in Self-Managed Super and...
Pooling super with Brother-in-Law in Self-Managed Super and having flexibility and Centrelink assistance! WHERE they were at – Rob and Glen were related by family but that was not of the unfriendly...
View ArticleClik here to view.
Masterclass SMSF – What if a Trustee moves overseas and has a Self-Managed...
SMSF – What if a Trustee moves overseas and has a Self-Managed Super fund (SMSF) If you have set decided to move overseas and you are a Trustee because you have a Self-Managed Super Fund (SMSF), what...
View ArticleClik here to view.
NEWS – Avoiding Fraudulent Investments in your Self-Managed Super Fund
Avoiding Fraudulent Investments in your Self-Managed Super Fund Christine St Anne is Morningstar’s online editor, and wrote a timely reminder and suggestions for avoiding fraudulent investments in your...
View ArticleClik here to view.
NEWS – 40% of Australians retire 5 years before financially ready
40% of Australians retire 5 years before financially ready It seems there are factors OUTSIDE people’s control that could mean you become one of the 40% of Australians who retire before you are...
View ArticleClik here to view.
Masterclass SMSF – Transition to Retirement – What are the steps and...
SMSF – Transition to Retirement – What are the steps and advantages when you have self-managed super? Transition to Retirement is a strategy for people to consider when they are 55 and over and meet a...
View ArticleClik here to view.
Basics about Super – An Overview of Super in Australia
Basics about Super – An Overview of Super in Australia Super is a long term savings arrangement by the government in Australia to save for your retirement, to ensure Australians have enough income in...
View ArticleClik here to view.
NEWS – How does your SMSF compare to the latest returns of the commercial...
How does your SMSF compare to the latest returns of the commercial super funds? Have you had a chance to review the year end results of your SMSF and compare them to the latest returns of the...
View ArticleClik here to view.
Pensions – Deeming changes for Account Based Pensions
Pensions – Deeming changes for Account Based Pensions New rules will apply for calculating eligibility of government pensions – one notably is that from 1 January 2015, superannuation account based...
View ArticleClik here to view.
CASE STUDY – Putting inheritance into SMSF – Maria, a middle-aged business woman
Putting inheritance into SMSF WHERE she is at – Maria had helped run a family hobby farm for years. Having sold it, the question was what to do with her portion of money. She continued in business now,...
View ArticleClik here to view.
NEWS – Not Enough to Retire – Call to lift contribution maximums in super
Not Enough to Retire – Call to list contribution maximums in super Are you concerned you do not have enough to retire on? (NEWS – 40% of Australians retire 5 years before financially ready). There is a...
View ArticleClik here to view.
CASE STUDY – Building up Super as SMSF alongside a Property Portfolio – Peter...
Building up Super as SMSF alongside a Property Portfolio – Peter wanted some advantages of SMSF WHERE he was at – In the past, Peter had been a professional and worked in major corporations on large...
View ArticleClik here to view.
NEWS – Popularity of SMSF continues
Popularity of SMSF continues In 5 years to 2013 nearly 4 times money moved INTO SMSF than rolled out – showing continued strength in the sector. According to Professional Planner – “Rollovers into...
View ArticleClik here to view.
NEWS – Renewed debate on lifting Govt. Age Pension to 70, following...
Renewed debate on lifting Govt. Age Pension to 70, following Intergenerational Report (IGR) How will the government have enough revenue in years to come if the continued trend of less workers (from 4.5...
View ArticleClik here to view.
Pensions – Truths and Myths about Super, Govt Burden and Tax Concessions
Pensions – Truths and Myths about Super, Govt Burden and Tax Concessions Is the tax system burdened by rising pensions as the population ages, loss of tax revenue due to concessions, or supporting...
View ArticleClik here to view.
CASE STUDY – Taking control of her super with SMSF and a team she could trust
Taking control of her super with SMSF and a team she could trust WHERE she was at – Coming from public service, then self-employment with her husband, Antonia was working on her passion with a...
View ArticleClik here to view.
NEWS – Unpaid Super Means Missing Revenue for Government Revenue
Unpaid Super Means Missing Revenue for Government Revenue The issue of unpaid super by many employers is growing – Katarina Taurian at SMSF Adviser writes – As speculation mounts that super tax breaks...
View Article
