Monthly Archives: September 2023

Basics about Super – How Transition to Retirement (TTR) works

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

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Masterclass SMSF –Sell asset before or after start pension in SMSF, Australia?

Whether to sell an asset BEFORE you start a pension, is not as clear-cut as it may first seem, as Meg Heffron explains at Firstlinks. These days, many SMSF members know that their fund stops paying income tax on some … Continue reading

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NEWS – Is an Inflation Resurgence likely? – Some key indicators

While it may seem like the fight against inflation has been won by central banks, some recent leading indicators of inflation have ticked up again which could indicate that inflation may have a resurgence in late 2023/early 2024 which could … Continue reading

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MASTERCLASS Investment – Optimism Investing

Here are 3 good reasons to err on the side of optimism as an investor. Firstly, without a degree of optimism there is not much point in investing.  As the famed value investor Benjamin Graham pointed out: “To be an … Continue reading

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Masterclass SMSF – Borrowing (LRBA) + Property Restoration or Renovation Improvements/Repairs – Beware differences, avoid breach!

SMSF trustees need to be aware with borrowing and property restoration or renovation, improvements or repairs – to ensure they don’t breach the strict regulations and the Superannuation Industry (Supervision) Act 1993 (SISA). The changes since 2012 Prior 2012, it was not possible for a … Continue reading

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