07 May 2012
Australia's baby boomers will be the first generation unable to rely on the safety net of the aged pension. With a massive – and longer living – population starting to quit the workforce, self-funded retirement has become the buzz business in politics.
02 Apr 2012
RECENT changes to tax and super legislation will affect our finances this financial year. To make sure we are all on the same page, Financial Keys principal Mark Causer gives us the heads up.
03 Feb 2012
MY SELF-MANAGED super fund owns a residential investment property and I am considering putting it up for sale. What is the amount of capital gains tax payable by the SMSF on the sale proceeds?
10 Oct 2011
I AM 62 years of age and have recently retired permanently. I have about $700,000 in super. Will I have to pay any tax on this balance if I convert it into a pension? I heard the earnings are tax free when in the pension phase.
07 Oct 2011
My husband retires next year, at 65. I’m 69 and do contract work of at least 30 hours per fortnight. He can’t get a full pension as long as I work but if I stop working and draw out some money from my unpreserved super, will I be taxed? Some friends say I will be but some say I won’t after age 60.
04 Oct 2011
NEW superannuation industry reforms will put self-managed super funds at an unfair disadvantage, according to education and training provider SMSF Academy.
13 Sep 2011
IF you are self-employed, mostly self-employed or not employed, you may be able to claim a tax deduction on your superannuation contributions.
23 Aug 2011
RETIREMENT, and the lead up to it, is meant to be an enjoyable time in your life, not a complicated one. SuperLiving helps you better understand the transition to retirement process in simple terms.
02 Aug 2011
SUPERANNUATION is taxed at a lower rate than other investments and is therefore considered one of the most effective ways of saving for the future.
