Watch pension payments before 30 June 2019
As we get closer to the end of the financial year, many SMSF members with pensions will be checking...
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BUDGET: Heffron Summary
On the superannuation front (and for SMSFs in particular), the 2019-20 Federal Budget was...
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BUDGET: Changes to Exempt Current Pension Income (ECPI)
If the four short paragraphs about ECPI had been included in the 2016-17 Federal Budget, the...
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Retiring before preservation age
Those lucky enough to retire early – well before their preservation age – are often confused about...
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What are the implications of the Royal Commission for SMSFs?
The first thing I did when I opened the final report from the Hayne Royal Commission into Banking...
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A superannuation default for life
Both the Productivity Commission and the Hayne Report identified the long running issue of multiple...
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Independence matters
The Report made a number of recommendations about financial advice that will be well covered by...
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The real challenges for trustees of large superannuation funds
There was presumably a collective sigh of relief from our largest financial institutions when Hayne...
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No lower limit: a good start for SMSFs in 2019
Before the Productivity Commission publicly released their final report into superannuation review...
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A new opportunity to top up super for those over 65 – downsizer contributions
From 1 July 2017 it became much harder to build up more superannuation thanks to a tightening of...
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Work Test Exemption for Recent Retirees – Who Will Benefit?
In the May 2018 Federal Budget, the Government announced plans to extend the ability for recent...
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New and interesting scenarios where an actuarial certificate is required for ECPI
From 1 July 2017 some funds providing retirement phase pensions are no longer allowed to be...
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