Superannuation

Government pulls back on proposed changes to super

The government has announced changes to three key 2016 Federal Budget proposals—the most significant being that it would not go forward with its proposal to introduce a $500,000 lifetime cap on non-concessional (after-tax) super contributions.

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Government pulls back on proposed changes to super

Estate Planning: Making sure your money goes where you want it to

Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die

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Estate Planning:  Making sure your money goes where you want it to
( Posted in: Living Estate Planning )

What postcode loses the most super?

There is over $11.7 billion in lost super sitting with the Australian Tax Office (ATO) and Mackay in QLD is responsible for $49,256,340.55 of it.

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What postcode loses the most super?
( Posted in: SMSF )

SMSF Critical Amounts, Changes & Dates

Reducing your tax exposure, maximising the opportunities available to you, and reducing your risk of an audit by the regulators is in your best interests. With the end of the financial year fast approaching, this update will help you do exactly that:

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SMSF Critical Amounts, Changes & Dates
( Posted in: SMSF )

Self-Managed Superannuation Fund Borrowing Gets the Government’s Green Light

It's good news! Self-Managed Superannuation Fund borrowing has been given the green light to continue by the Government despite the FSI report.

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Self-Managed Superannuation Fund Borrowing Gets the Government’s Green Light
( Posted in: SMSF )

The Power of Franking Credits in Super

How good are Franking Credits in a Super Fund? Surely Franking Credits in Pensions are NOT fully refundable?

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The Power of Franking Credits in Super
( Posted in: Lending & Finance )

How a death benefit nomination protects your superannuation

What are the three most valuable assets you own?

I’m guessing your house is at the top of the list. After that you might have your car, a caravan or boat, or even an investment property. But chances are you’ve forgotten an asset that’s more valuable than pretty much everything else on the list (other than your house).

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How a death benefit nomination protects your superannuation
( Posted in: SMSF )