Monthly Archives: July 2020

Basics about Super – What happens to your super balance when you die – Taxation of super death benefits

When a person dies, their super provider (fund or SMSF) generally pays their remaining super to their nominated beneficiary and is called a ‘super death benefit’. If the rules of your provider allow it, you can nominate the beneficiary for … Continue reading

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Masterclass SMSF – New Tax Year Quick-Plan Guide

Here is a Quick-Plan Guide of essential things to plan ahead for the year with your SMSF: 1  Employment Super Contributions (Concessional) in the SMSF bank account If you want to claim super contributions in this tax year, organise via … Continue reading

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CASE STUDY – James – He had property personally, now want property investment in superannuation

James was working hard and had success in his property-service business and also had his own property investment. He now wanted to buy property in super using an SMSF and spoke to advisors about the options. WHERE he was at … Continue reading

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MASTERCLASS Investment – Finding and Investing in Healthy Companies

For both SMSF or personal investing, investors want to know finding and investing in healthy companies, that is, those with financial health, as it helps investors (either those buying shares in listed and other companies, or business owners in their … Continue reading

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Pensions Centrelink – New Income & Asset test level thresholds for Age Pension

Centrelink have announced changes to Age Pension with new income and asset level thresholds.  This could mean more Australians will now qualify for at least a part pension and those already on a part pension could receive more. Singles can now … Continue reading

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