What is your “total superannuation balance” and why does it matter?
Recent superannuation reforms introduced a concept of “total superannuation balance”, which on the surface may give the simple impression that it is the sum of…
Superannuation – General
Read MoreWhat is your “total superannuation balance” and why does it matter?
Recent changes to the assets test for pensioners
From January 1, 2017, the assets test free area and taper rate for pensions increased. The assets test works by reducing a person’s age pension…
Departing Australia superannuation payment (DASP) explained
Whether you’ve been on a working visa and have been slogging away bagging bananas in Tully for six months, or decided to quit your city…
Early release of super savings for an emergency
Your super savings could potentially be accessed for emergencies Severe financial hardship, terminal illness, specified compassionate reasons, permanent incapacity and other limited circumstances can serve…
Transition to retirement strategy explained
Not 100% ready to retire? ‘Try before you buy’ with a TTR strategy Under the superannuation rules, there is scope to access some of your…
End-of-year superannuation strategy checklist
End-of-year super planning To get your superannuation into its best tax position, for this year-end and into 2015-16 and beyond, consult your tax agent on…