Tag Archives: Super

Basics about Super – EOFY – End of Financial Year – Last Days – Checklist!!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as papers documenting … Continue reading

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Basics about Super – Will your money last? What could living longer mean for your Retirement?

Will your money last? As Australians are now on average living longer, superannuation needs to stretch even further to cover living expenses. Will your money last as long as you live? You have a 50/50 chance of living as long … Continue reading

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Basics about Super – How much do you need to retire?

It’s easy to find out – don’t put it off. Be informed and be prepared! How much do you really need? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, amounts to … Continue reading

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Basics about Super – Super & SMSF for Business Owners

As a Business Owner, if you employ staff, you have a legal obligation to provide Superannuation in most cases. Learn here about Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, … Continue reading

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Masterclass SMSF – What can SMSF invest in?

For the Self-Managed Super Fund (SMSF) Trustee, there are certain rules that must be followed to ensure the SMSF super fund stays compliant regarding what you can invest in. Here they are and the Regulations or rule from the SIS … Continue reading

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CASE STUDY – Sally felt she needed more self-control of her retirement after her husband passed away

After Sally’s husband passed away, and the business clients had been on-sold, she felt she needed more self-control of her retirement, and her plan was to have the ability to manage the super and her assets so she had more … Continue reading

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NEWS – Can you transfer property “in-specie” from one SMSF to another?

If a self-managed super fund (SMSF) is short on cash to roll over a member’s benefits, it is possible for a member to transfer a property ‘in specie’ to another SMSF? (Query posted at Advisor Voice.com). In NSW, transfers of property … Continue reading

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