The 2017 federal budget included an allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan details the rules around these unique contributions.
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It has been a big year for the SMSF industry given the major policy changes the federal government made to super in the 2016 budget.
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There’s been a 38 per cent reduction in non-lodgers for SMSFs, but about 30,000 funds remain on the compliance agenda for the next financial year.
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With downsizer contributions coming into effect on 1 July 2018, what are some tips and traps for SMSFs and their members.
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With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you.
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Financial advice has been found to be the leading cause of people taking action to review their life insurance inside a superannuation fund.
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Investment markets are still in the "sweet spot" - but expect more volatility ahead! 2017 has been a pretty good year for investors as global growth and profits accelerated and centra banks stayed benign with rate changes due to low inflation. The “sweet spot” combination...
You’re probably well aware you can claim a tax deduction for general work-related expenses. But did you know you may be able to claim if: 1. You take a course or study. You may be able to claim a portion of self-education expenses if it’s related to...
The types of debt we have largely depends on our age and stage in life. For most of us, having debt in some form or another is an inescapable fact of life. And despite its reputation, debt is not necessarily a dirty word. If managed well, it...
If your spouse is a stay-at-home parent, working part-time or out of work, adding to their super could benefit you both financially. If your spouse (husband, wife, de facto or same-sex partner) is a low-income earner or not working at the moment, chances are they’re accumulating...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.