Tag Archives: hallam

Masterclass SMSF – End of Financial Year Review – Ensure the records and tasks are in order!

With only weeks to the End of Financial Year (EOFY) left, it’s time to have a review to ensure all is in order and all papers documenting all transactions during the year, are in hand and ready for auditor and … Continue reading

Posted in Masterclass SMSF, Super Tax, Superannuation General | Tagged , , , , , , , ,

Pensions Centrelink – Reinstatement of Pension Concession Card

The latest 2017 Australian Government Budget put forward a measure that restores the Pensioner Concession Card (PCC) to people who stopped being eligible for a pension payment due to changes to the assets test. (Still to be approved by legislation). … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment

Pensions – 2017 the options from super

You can receive your super as a super income stream, super lump sum or a combination of both. The super withdrawal option that you choose may affect the amount of tax you pay. Here is information from the Australian Tax … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment