Tag Archives | taxation

Money out

Do you know the fees you’re paying?

Depending on the type of fund you use and whether you pay for advice, there is a large difference in the size of fees. It might be worth paying for extras but choose the fund and advice level that suits you.

SMSFs and member-directed investments

SMSFs, member-direct and Labor’s franking

Labor’s proposal to deny cash refunds of franking credits may become law next year. SMSFs will consider the various alternatives to minimise loss of franking credits, including the use of member-directed investments.

TRIS Transition income stream

Accessing super before retirement

Transition to Retirement Income Streams are no longer tax-free, but you can still access your super before retirement if you meet certain conditions, and there are strategies to reduce the tax paid.

Seniors tax and moving super

Seniors tax and moving money outside super

Given the proportion of people over 65 paying income tax has halved in the last 20 years, the structure of seniors tax may be next for reform. Should money be left inside or outside super for those who can access it?

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