My client will start a retirement phase pension from 1 July and plans to realise a capital gain on...

There has been plenty of press over the last few weeks about the fact that the “transfer balance...

When we use the term “segregation” or refer to an asset as being “segregated” in a superannuation...

For the article on 'Labor to reduce tax concessions for super balances above $3m' click here I...

Many older Australians place a high value on their Commonwealth Seniors’ Health Card (CSHC). It is...

My client is planning to start drawing a pension from her fund with her entire member balance on 1...

These days, many SMSF members know that their fund stops paying income tax on some or all of its...

When a pensioner dies, the situation is clear if the pension was reversionary – the pension just...

In a recent article (here) my colleague Annie Dawson provided her top 5 tips when it comes to...

Every time I meet someone (professionally or personally) with a “large fund” bias, I am reminded...

There are not only special rules about who can receive a death benefit pension but there are also...

Just before Christmas, there was another small step towards resolution for those with “legacy...