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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
WHO WANT
TO:
1 Build an Email List quickly.
2 And Explode Their Sales With Just ONE line of code.
Paul Humphreys
WE provide SMSF administration. WE do not advise, but work with your advisors, or we will Connect you to the right Advisor who can assist you.
Call 0407 361 596 Melbourne AustraliaRecent Comments
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THE ONLY CHATBOT
BUILT FOR SMALL BUSINESS OWNERS
WHO WANT
TO:
1 Build an Email List quickly.
2 And Explode Their Sales With Just ONE line of code.
Tag Archives: Retirement
Pensions – When to retire and how much you can draw from super
The stage in life comes to deciding to when to retire and how much we can draw from our super and how much we need to live! Tony Kaye at First Links explains some important details – One of the … Continue reading
Posted in Centrelink, Pensions / Income Streams, Retirement Planning
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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CASE STUDY – Doris & Wally had concerns about the small super they had and would it last
WHERE they were at – Doris and Wally had put in a lot of effort in their respective jobs. They mainly depended on their pension for income, and were keen to avoid using up the limited superannuation savings that Doris … Continue reading
Pensions Centrelink – Transfer from Disability Pension to Age Pension – Difference between them
A woman called seeking advice on whether it was beneficial to switch from Disability Support Pension (DSP) to Age Pension (AP). She was concerned about potential pros and cons associated with the change. Answer – While the payment amount remains … Continue reading
Pensions – When to Retire? Choosing to Retire early?
How much do you need? One consideration of when to retire is how will you fund it – how much is required to live on? Every quarter the Association of Superannuation Funds Australia (ASFA) publishes its calculation of how much … Continue reading
Posted in Centrelink, Pensions / Income Streams, Retirement Planning
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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CASE STUDY – Having finally sold the business, James and Mary were ready for retirement preparation
WHERE he was at – James had worked hard at his business. There had been good and bad and very tight times over 50 years. He’d seen several economic down turns and watched business clients come and go sometimes for … Continue reading
Pensions – Age Pension impact on your Eligibility and Options available – Review your position
Brendan Ryan at Later Life Advice gives some good things to review in your situation (below is not advice, ask or seek advice). The age pension has recently gone up because of the rising cost of living. It’s great to see … Continue reading
Posted in Centrelink, Retirement Planning
Tagged Berwick, Centrelink, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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Masterclass SMSF – EOFY – Pension Backdating technically not allowed – be careful
An SMSF legal expert has issued a warning to advisers and trustees about the potential risks involved in retroactively applying a pension to the previous financial year for their clients. DBA Lawyers director Daniel Butler noted a pension can only … Continue reading
Posted in Masterclass SMSF
Tagged Berwick, dandenong, hallam, Melbourne, narre warren, Retirement, SMSF, Super, Superannuation
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Basics about Super – Year End Tax Planning / Personal Finance checklist – EOFY
To help sort out End of Financial Year (EOFY) – use a personal checklist to make a review and ensure all is in order and you take any ACTIONs by 30 June deadline, as well as collecting the papers and … Continue reading
Pensions Centrelink – Commonwealth Senior Health Card threshold changes when Age Pension not eligible
Even if you aren’t eligible for the Age Pension, you may be able to get the Commonwealth Seniors Health Card (CSHC), a concession card which gives you access to cheaper healthcare, medications and, potentially, other government services. Additionally, in certain … Continue reading
Pensions – Downsizer extra time incentive without affecting asset test age pension – Centrelink, Services Aust.
From 1 Jan 2023, pensioners considering selling to downsize their home, now have an extra year – 2 years to buy, build or renovate a new home before the proceeds are deemed at higher interest rates (a government set interest … Continue reading
Posted in Centrelink, Pensions / Income Streams, Retirement Planning
Tagged Berwick, Berwick Melbourne, Centrelink, dandenong, hallam, Melbourne, narre warren, Pension, planning, Retirement
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SuperBenefit News for SMSF 