Taking assets out of super – when timing matters
Some clients may choose to withdraw money from super in the next few years to minimize their...
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Some clients may choose to withdraw money from super in the next few years to minimize their...
Read MoreThe answer depends on a number of factors – primarily the type of property and what will happen...
Read MoreFor weeks now I’ve kept returning to this story in SMSF Adviser that talks about “fairness” in the...
Read MoreMy client Judy had $1.5m in super at 30 June 2022. She was originally going to make...
Read MoreAs we reach the pointy end of the financial year, it’s worth turning our minds to Total...
Read MoreWhen we covered the last Federal budget in October 2022, I wrote “I don’t recall a Federal Budget...
Read MoreTotal Superannuation Balance (or TSB) is a term many would assume to be fairly self-explanatory. It...
Read MoreSMSFs are often linked to business enterprises in some way – they frequently own shares (even in...
Read MoreI had a very disconcerting experience this week. Like most businesses we’re exploring what AI will...
Read MoreThere has been plenty of press over the last few weeks about the fact that the “transfer balance...
Read MoreIt’s been a busy week or two in superannuation. The Government’s announcements around increasing...
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