News & Insights
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Legislation |
Retirement
Federal Budget 2020-21: Making super work harder.
Oct 7, 2020, 12:00:00 AM
3
min read
Whilst the Government has not yet publicly released the results of its Retirement Income Review (commissioned back in September ...
Pension |
Legislation |
Retirement
Amazing as they are, when do SMSFs stop being appropriate?
May 28, 2020, 12:00:00 AM
4
min read
There are many reasons why individuals choose an SMSF as their primary retirement savings vehicle. However for some, there will ...
Memo |
Legislation |
Retirement
SMSF - 20 years of growth and innovation
Feb 24, 2020, 12:00:00 AM
4
min read
SMSFs were brought in from the cold when their name was changed from excluded funds to SMSFs on 1 July 1999. This changed the ...
Retirement
I have never worked – can I access my superannuation?
Jul 9, 2019, 12:00:00 AM
2
min read
Normally any conversation about accessing superannuation is linked to retirement. But in superannuation, only people who have ...
Pension |
Retirement
Family Law Payment Splits of a Retirement Phase Pension Account – reporting for Transfer Balance Cap purposes
May 15, 2019, 12:00:00 AM
2
min read
When a superannuation interest in retirement phase is subject to a family law split, there are two ways to report the Transfer ...
Legislation |
Retirement
Election Special: The key differences in policies when it comes to retirement savings
Apr 30, 2019, 12:00:00 AM
3
min read
And they’re off! The long-awaited election campaign is now finally in full swing and babies are being kissed, working families ...
Retirement
Retiring before preservation age
Mar 7, 2019, 12:00:00 AM
2
min read
Those lucky enough to retire early – well before their preservation age – are often confused about when they can access their ...
Pension |
Retirement
Pension planning for 30 June 2018
Jun 6, 2018, 12:00:00 AM
4
min read
Winter has arrived and that means it is time to get all our pre-30 June planning finalised. One area which is always worth ...
Ask an Expert |
Pension |
Retirement
My client is currently in receipt of a transition to retirement income stream (TRIS). He will turn 65 next month. Does his TRIS automatically become an account based pension on his 65th birthday?
Apr 20, 2018, 12:00:00 AM
1
min read
And is the minimum pension for the current year recalculated on his 65th birthday? Whilst a TRIS automatically becomes a ...
Tax |
Retirement
Company Directors & Gainful Employment
Mar 23, 2018, 12:00:00 AM
1
min read
It is a well established principle that company directors are not considered common law employees, unless they are also engaged ...
