Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation. I am 68 years old.
Q: Could you please explain under what circumstances I am [...]
-
Q: My Super fund is asking me to do a Non-Lapsing Death Benefit Nomination. What are the significant tax implications for each beneficiary and what should I do? GalleryQ: My Super fund is asking me to do a Non-Lapsing Death Benefit Nomination. What are the significant tax implications for each beneficiary and what should I do?
Q: My Super fund is asking me to do a Non-Lapsing Death Benefit Nomination. What are the significant tax implications for each beneficiary and what should I do?
Q: I recently received a letter from my Super fund [...]
Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?
Q: My wife and I are reviewing our Estate planning. [...]
-
Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed? GalleryQ: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?
Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?
Q: I have received a notification from my Superannuation fund [...]
-
Q: The last thing my daughter wishes to occur is being notified by her Super fund to cancel her Insurance. What options does she have to retain the insurance cover? GalleryQ: The last thing my daughter wishes to occur is being notified by her Super fund to cancel her Insurance. What options does she have to retain the insurance cover?
Q: The last thing my daughter wishes to occur is being notified by her Super fund to cancel her Insurance. What options does she have to retain the insurance cover?
Q: My daughter is a health care worker and has [...]
-
Q: I am looking to access a part of my Superannuation as a result of losing my job last week. I am 48 and have a mortgage. How much can I draw and who do I apply to and what is the process? GalleryQ: I am looking to access a part of my Superannuation as a result of losing my job last week. I am 48 and have a mortgage. How much can I draw and who do I apply to and what is the process?
Changing risk profile: Why is this relevant to me?
Given continued interest rate changes, clients often ask us where [...]
Q. What are the advantages of owning insurance inside Super?
Q. What are the advantages of owning insurance inside Super? [...]
Q. Are there any last minute Superannuation and Tax opportunities available?
Q. With next week being the last week before the [...]
Q. Will the announced changes in the Federal Budget to the work test be of benefit to me?
Q. I am looking to retire in June 2020 when [...]