In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.
...
Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from "the bank of mum and dad".
...
Let’s take a look at a practical example of how the new capital gains tax relief will operate for pension assets.
...
Less than 30 per cent of Australians have sought advice on a financial matter, including superannuation, in the past two years, new research has revealed.
...
The following information is derived from ABS data.
...
We’ve come a long way since the mandatory superannuation guarantee was introduced in the early 1990s.
...
With the rules around segregation changing, SMSF trustees wanting to run separate investment portfolios for different members may need to check the current terms in their deed allow for this, says an SMSF admin firm.
...
One technical consultant has stressed that while the CGT relief elections are technically only required before the lodgement of the tax return, there may still be critical action that needs to be undertaken before 30 June for segregated funds.
...
It's hardly surprisingly that a personal finance article in Forbes magazine places the classic and straightforward investment practice of dollar-cost averaging high among a list of tips to help millennials become better, more disciplined investors in 2017.
...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares. 