27 November 2008 | ALENA MILES considers the benefits of taking the superannuation death benefit as an income stream.
24 September 2008 | MICHAEL HUTTON explains the tax and pension implications of making gifts in retirement.
23 September 2008 | MICHAEL HUTTON explains the tax and pension implications of making gifts in retirement.
2 September 2008 | Jon de Fries outlines the new rules for holding insurance policies within superannuation for the purpose of business succession.
2 September 2008 | Jon de Fries outlines the new rules for holding insurance policies within superannuation for the purpose of business succession.
2 September 2008 | Jon de Fries outlines the new rules for holding insurance policies within superannuation for the purpose of business succession.
2 September 2008 | Jon de Fries outlines the new rules for holding insurance policies within superannuation for the purpose of business succession.
15 August 2008 | In an adviser’s pursuit for added client value, BRUCE HAWKINS explains how net returns, rather than gross, can be the key to achieving it.
15 August 2008 | In canvassing the pre-Budget 2008 submissions made by various lobby and industry groups, Virakone Sengchanh finds persuasive policy arguments that, if adopted by the Government, would materially affect retirement advice.
12 June 2008 | A number of changes to the superannuation guarantee (SG) arrangements are scheduled to take effect shortly. Andrew Lawless explains.
5 June 2008 | CARLY O’KEEFE outlines the reasons behind recommending a retirement strategy that incorporates both annuities and allocated pensions.
2 June 2008 | Martin Breckon explains why he believes superannuation provides the perfect tax environment during volatile market periods and how to make the most of it.
2 June 2008 | The notion of a client using non-deductible debt to increase their retirement benefits might seem foreign, however, recent legislative changes have made this a viable strategy. Robert Thomas explores one debt strategy that clients could use to increase their retirement benefits.
2 June 2008 | John Perri outlines a strategy whereby individuals breach the cap on concessional contributions to fund their insurance premiums.
19 May 2008 | John Perri provides a checklist of the marginal tax rates and offsets advisers need to keep in mind when approaching retirement planning with clients.
17 April 2008 | In 2007, the former Federal Government passed legislation partially relaxing the strict rules on borrowing by superannuation funds. While he welcomes the changes, MARTIN BRECKON explains why he does not consider borrowing in super to be the best approach for many clients.
7 February 2008 | Vince Scully outlines regulatory changes that now allow self managed super funds to borrow for commercial property.
6 February 2008 | The anti-detriment payment can increase the payout figure of a superannuation account balance on death. RUDY HADDAD reviews this payment in detail and explains which beneficiaries may qualify.
8 May 2007 | Abstract Long
3 May 2007 | Abstract Long
4 September 2006 | Abstract Long
17 August 2006 | Abstract Long