Personal Finance
SMSFs are often portrayed as the risker option, but does that tell the full story?
Personal Finance
New draft regulations finally provide the framework for unwinding legacy pensions cleanly and simply for members who choose to do so. There are some...
Personal Finance
People often assume that you should wind up an SMSF as quickly as possible. Taking a slower and considered approach might be wiser.
Retirement
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
Retirement
It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively...
Retirement
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to...
Retirement
A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is...
Retirement
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re...
Retirement
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
Retirement
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...