Looking into the post-Budget future of SMSFs

On 20/05/2016

The SMSF sector’s overall market share and assets under management are likely to emerge relatively unscathed from the federal Budget – at least over the medium term. This is despite the series of Budget provisions clearly aimed at wealthier, big-balance fund members who make the most of the tax treatment of superannuation, particularly in the […]

The three-bucket approach to lasting super

On 17/05/2016

Right now you are stashing, but in retirement you want to be splashing. So once you get there, how do you ensure your money lasts? One strategy gaining a lot of traction among finance nerds like myself is the three-bucket income approach. Play your cards right and the strategy could help you enjoy yourself all the way […]

Playing with TRIS – the impact on middle-Australia

On 13/05/2016

The Government’s Budget proposal to strip the tax exemption from earnings of assets backing Transition to Retirement Income Streams (TRIS) pensions may have a wider impact than initially realised. Under the proposal, earnings of assets supporting TRIS pensions will be taxed from July next year at the standard superannuation tax rate applying to the accumulation […]

Ross Greenwood speaks to Michael Rice from Rice Warner about the budget changes to superannuation

On 09/05/2016

Ross Greenwood speaks to Michael Rice from Rice Warner about the budget changes to superannuation. Listen to the full discussion here “Budget Changes to Superannuation”.

Budget 2016 – Simply Super?

On 05/05/2016

Superannuation is a central part of Treasurer Morrison’s first Budget. The cunningly crafted changes retain the attractiveness of superannuation as the preferred savings vehicle for retirement whilst making the system far more equitable. There is an improvement in simplicity in some areas. About 4% of Australians will be worse off through the changes. Collectively, the […]

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