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THEBOSS

SMSFs might be the target of budget backlash

By | Budget, SMSF | No Comments

SMSFs might be the target of budget backlash With GST and negative gearing off the table, you’d have to wonder how the government plans to fill the projected potential $100,000,000,000 hole in the federal budget in a few weeks. That is $100 billion, and it is getting worse in the face of the resources crisis, given our income exposure to…

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7 TIPS FOR SMSF SUCCESS

By | Uncategorized | No Comments

When it comes to managing your own Self-Managed Super Fund it can be a bit tricky especially in volatile times. Navigating the highs and lows with the help of an expert can make sure you’re taking the right step forward, but if you don’t have an expert on hand, then a little helping hand can make a big difference to…

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SMART INVESTOR

By | Uncategorized | No Comments

In the face of recent volatility some SMSF investors have grown nervous and more than a little jumpy. China’s slowdown, the inevitable US interest rate rise, overseas money draining from the ASX and our plunging Aussie dollar have all been cited as possible catalysts for a further sharemarket plunge. It seems like just yesterday that Greece’s woes were rocking markets and…

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WHAT IS TRANSITION TO RETIREMENT STRATEGY?

By | Retirement | No Comments
Have you heard of the transition to retirement strategy or income stream? Many pre-retirees have and many are unsure just what it means. For Australians looking to reduce their working hours slowly and ease into retirement, the transition to retirement strategy is perfect. Basically, it provides a way to continue working while drawing down some of your superannuation benefits. The...
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ARE SMSF’S FOR EVERYONE

By | SMSF | No Comments
Self-managed super funds (SMSFs) have continued to grow in popularity with Aussies looking to save for retirement, but are they for everyone? While the increasing number of new trustees would have you believe that most people are establishing an SMSF, it’s not the best vehicle for everyone to prepare for retirement. SMSFs are popular with those looking for greater flexibility...
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CHANGES TO AGE PENSION

By | Pension | No Comments
Some 400,000 retirees are set to receive a reduced pension or be completely cut off as a result of changes to the Aged Pension Assets Test. The measure will reportedly recover $2.4 billion over the next four years and commences in earnest on 1 January 2017. Just under 92,000 self-funded retirees are said to lose all entitlement to the part pension...
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