Superannuation

/Superannuation

Q. Why does it need to be a binding nomination?

Q: My wife and I have just redone our Wills [...]

By |2019-04-30T10:06:56+10:00April 1st, 2019|Blog, Financial Advice, Financial Planning, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. Why does it need to be a binding nomination?

Q. Insurance Bonds: The advantages and tax implication for investors

Q: I would like to put aside an amount of [...]

By |2019-04-30T10:08:02+10:00March 22nd, 2019|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. Insurance Bonds: The advantages and tax implication for investors

Q. We wish to take advantage of the Superannuation Downsizer Contribution rules. How does it work?

Q. My husband and I are in our late 60’s [...]

By |2019-04-30T10:08:10+10:00March 18th, 2019|Blog, Q&A Andrew Heaven, Superannuation|Comments Off on Q. We wish to take advantage of the Superannuation Downsizer Contribution rules. How does it work?

Q. I am looking to use the First Home Super Saver Scheme (FHSSS). How does it work and how do I take advantage of the incentive?

Q. With the downturn in the property market, I am [...]

By |2019-04-30T10:08:17+10:00February 28th, 2019|Blog, Financial Advice, Financial Planning, Media Articles, Real Estate Property, Superannuation|Comments Off on Q. I am looking to use the First Home Super Saver Scheme (FHSSS). How does it work and how do I take advantage of the incentive?

Q. What are the advantages of owning insurance inside Super?

Q. What are the advantages of owning insurance inside Super? [...]

By |2019-03-18T12:45:07+10:00February 25th, 2019|Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. What are the advantages of owning insurance inside Super?

Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?

Q. I have just received a notification from the Australian [...]

By |2017-12-11T16:57:32+10:00December 8th, 2017|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?

Q. Can I make a personal super contribution rather than salary sacrifice via my employer and then claim a tax deduction on my contribution?

Q. I am employed full time and my employer allows [...]

By |2017-11-10T10:13:02+10:00November 10th, 2017|Blog, Financial Advice, Financial Planning, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. Can I make a personal super contribution rather than salary sacrifice via my employer and then claim a tax deduction on my contribution?