Living longer, living better
Living longer, living better There’s nothing quite like a tabloid story about a centenarian partying hard for their birthday to make you feel the creaks in every joint. It doesn’t matter whether they’re on a golf course in the Kangaroo Valley, carving up the slopes in the Rockies or hitting the gym for regular yoga and Pilates classes (and […]
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Time to review transition to retirement pensions
Time to review transition to retirement pensions Amid the major reforms to superannuation that took effect on July 1, some significant changes to the tax treatment of your Transition to Retirement Pension (TRIP) may have flown under the radar. Some individuals will be affected more than others, so if you have a TRIP or are thinking about starting one, now is the […]
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June 30: Tips for getting your financial house in order
June 30: Tips for getting your financial house in order Time is running out to get your financial house in order before June 30. This is especially the case for anyone who has funds available to make a large cash injection into their superannuation retirement savings before the rules change. The 2016-17 financial year is your last opportunity to make a non-concessional (after tax) contribution […]
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How to make retirement less taxing
How to make retirement less taxing Planning your retirement isn’t just about what you are going to do once you stop work. It’s also about planning the actual process to make the most of your accumulated wealth. This includes tax planning. After all, the less tax you pay, the more you can spend on the things that matter most to you […]
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Countdown to super deadline
Countdown to super deadline The clock is ticking for investors who want to take advantage of the more generous tax concessions available in super this financial year. As of July 1, new rules come into effect that will reduce contribution limits. Until then, individuals under 65 can make a non-concessional (after-tax) contribution of up to $540,000 under the bring-forward […]
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