Monthly Archives: October 2013

News – Australia in the Top 3 of the World’s Best Retirement Savings Systems

  Australia has continued its status as one of the world’s best retirement savings systems, ranking just behind Denmark and the Netherlands for the quality of super programs, according to the recent annual Melbourne Mercer Global Pension Index. And continuous … Continue reading

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Masterclass – SMSF – Are Set-Up Costs such as Trust Deed – Tax Deductible for the SMSF?

  One important consideration we are asked concerning self-managed super funds (SMSF) is “Are the set-up costs such as the Trust Deed, tax deductible for the SMSF?” In taxation ruling TR 93/17 the ATO gives a number of explicit examples … Continue reading

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CASE STUDY – Ready to Start Retiring at 67, Jack was Concerned for his Wife

WHERE he was at – Jack had been quite successful in the past in several business endeavours which had allowed he and his wife to purchase a substantial home while under 30 and provide top schooling for their children. A … Continue reading

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News – ATO Crackdown on Unpaid Super – Enforcing Laws that Directors become Personally Liable from July 2012

Come October 9, many SME directors will get a nasty surprise in the mail. That’s the day the Australian Tax Office has said it’ll begin to send out the first notices about unpaid superannuation obligations, which from July 2012 have … Continue reading

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