Category Archives: Retirement Planning

Basics about Super – Retirement – What is a “comfortable” retirement?

How much do you really need for a comfortable retirement? What is a comfortable amount for a “comfortable retirement”? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, only amounts to just … Continue reading

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CASE STUDY – Brian the engineer who wanted to invest super in property later

Brian and his wife  had investment property experience, but wanted to invest their super in property, when they had enough. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to … Continue reading

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Pensions Centrelink – Summary of current asset test age pension changes 2017

The start of January 2017 saw some significant changes to means testing for Social Security pensions (including the Age Pension). Retire Invest wrote a comprehensive summary in their RIAdvice magazine – Uncertainty around income can be unsettling for those receiving … Continue reading

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Basics about Super – Tips to tidy up your Super and how to PLAN for a better retirement!

Most of us are pushed for time to think about our super or know how to plan for a better retirement – but it is not hard and the satisfaction you get knowing you have set in place some strategies … Continue reading

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NEWS – ATO may soften on proposed event-based reporting SMSF rules

Controversial and laborious event-based reporting rules for Australia’s army of DIY super fund operators may be softened by the tax office in coming weeks. Under current plans the Australian Taxation Office wants all SMSFs (self-managed super funds) to report much … Continue reading

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NEWS – ATO watch list 2017 – SMSF items on radar to note – property development, second SMSF, excess contributions, reserves

A report at SMSF Advisor by Katarina Taurian, highlights new ATO watch list items on their radar to take note of (our emphasis added) – The tax office has added a series of new items of concern to its watch list … Continue reading

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CASE STUDY – Chelsea over 50yo – Wanted to control her super as a single mum

Chelsea was a single parent who never re-married, but devoted her life to supporting and raising her 4 children. Not only that, one daughter was a special-needs child with Down’s Syndrome. But she was the love of their lives, of … Continue reading

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