Tag Archives: Retirement

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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Basics about Super – How superannuation works, by ASIC

There are lots of sites with information – where can you learn about how superannuation works for someone who can be trusted? ASIC the Australian Securities and Investment Commission can help – Here’s some from their site – How super … Continue reading

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Pensions – Centrelink – New Asset Test Levels and taper rate that could reduce the pension received

If you receive or are about to receive an Australian Government pension, there are new asset test levels and taper rates from the start of next year 2017 you need to know about, which could reduce the pension received, as … Continue reading

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NEWS – Do you feel in the dark about super tax changes?

Did you know, almost one-third of Australians surveyed by ASFA reported they had ‘no idea’ about the government’s proposed super tax changes to the taxation of superannuation. Do you also feel in the dark? The Association of Superannuation Funds of … Continue reading

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NEWS – Recent ATO tax determination on LRBAs clarified related party loans but not more unusual assets

While the ATO has further clarified their position on LRBAs and related party loans through TD 2016/16, LRBAs with more unusual assets continue to face obstacles with adjusting their LRBAs to arm’s length terms, according to the SMSF Association. The … Continue reading

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CASE STUDY – John & Lyn – To use SMSF to take control and work towards property in super

John & Lyn were interested in Self-Managed Super funds (SMSF) so they can take control of their retirement savings and build them up to work towards getting property in super. They already had a couple of investment properties, and the … Continue reading

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NEWS – Burden of Age Pension is still set to rise – Actuaries Institute Report

A study shows the burden of Age Pension is still set to rise, finding that half of Australian retirees tend to be very conservative with drawing on superannuation their savings, but a growing minority exhaust their balances completely before death, according … Continue reading

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