The SMSF Association and CBA recently produced a report indicating that more than half of SMSF members do not have an up-to-date Will or a succession plan. This report surveyed 801 SMSF trustees, as well as 535 individuals without an SMSF, and found that whileContinue Reading...
They won’t move out of home! Are they exempt from superannuation death tax? Given the rising cost of housing, adult children are living with their parents for longer and parents have more in superannuation than ever before. We are witnessing more adult childContinue Reading...
$59,236 per year for a couple, $43,184 for a single retiree Once we retire, we have a fundamental problem – how do we go about providing our income needs? The Association of Superannuation Funds of Australia (ASFA) calculates that, for those aged around 65 yContinue Reading...
As the 2015-2016 financial year draws to a close, there are a few very important tasks self-managed super funds (SMSFs) members and trustees need to take care of. Make your contributions on time Review your investment strategy Check you comply with in-house asContinue Reading...
Introduction Last night the Federal Government handed down the Budget for the 2016-17 year that includes some of the biggest changes to the superannuation system since 1 July 2007. Some of the major announcements include: • changes to contributions caps, incContinue Reading...
Financially Speaking Winter 2019 Edition
Financially Speaking Autumn 2019 Edition
Financially Speaking Winter 2018 Edition
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