Monthly Archives: March 2017

Basics about Super – Transition to Retirement TTR – How does it work?

A TTR (Transition to Retirement) is a method for topping up your income as you approach retirement. It helps you supplement your work income with a super pension, enabling you to work less or part-time. It is good to see … Continue reading

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Masterclass SMSF – CGT Relief – Capital Gains Tax Superannuation exemption when moving excess pension over $1.6 mill. pension account cap by 1 July 2017

If you have more than $1.6 million in superannuation pension phase, and/or a transition to retirement income stream (TRIS) and you wish to continue from 1 July this year, you must reduce the pension balance down to the $1.6 mill. … Continue reading

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CASE STUDY – George & Sue – Wanted to use SMSF to control and manage super by direct investments

George and Susan knew our financial advisor via referral from one of the advisor’s clients. George had experience with personal direct share investment in his spare time after his busy professional position that included interstate travel for a multi-corporate. Sue … Continue reading

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MASTERCLASS Investment – What is, and how do you read the Balance Sheet or Financial Position?

The balance sheet (also known as the statement of financial position, is a snapshot of a company’s health at a particular point of time, such as end of month or end of year. By reading it, we can learn how … Continue reading

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Pensions – Call to save missing out on lost super

In a pre-budget submission Association of Superannuation Funds of Australia (ASFA) chief executive Martin Fahy called on the federal government to amend the Superannuation (Unclaimed and Lost Members) Act to enable the Australian Taxation Office (ATO) to return unclaimed funds … Continue reading

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