Tag Archives: Superannuation

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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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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Masterclass SMSF – What happens when a member dies and what are SMSF dependents?

When a member of a SMSF dies, SIS Reg 6.21(1) directs that the member’s benefits must be ‘cashed’ as soon as practicable. The money is then paid by either a lump sum payout to dependants or to the estate, or … 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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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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