Superannuation

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Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

Q: Could you please explain what the Superannuation Transfer Balance [...]

By |2021-04-01T11:46:18+11:00April 1st, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

Q: Could you please explain what the eligibility criteria is [...]

By |2021-03-22T16:11:00+11:00March 22nd, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

Q: Am I able to make a contribution to my Spouse’s Superannuation fund and what are the advantages?

Q: Am I able to make a contribution to my [...]

By |2020-12-04T12:10:55+11:00September 25th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Am I able to make a contribution to my Spouse’s Superannuation fund and what are the advantages?

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 [...]

By |2020-12-04T12:11:04+11:00September 25th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation.  I am 68 years old.

Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?

Q: I am preparing my Income tax return and I [...]

By |2020-07-17T16:16:52+10:00July 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?

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 [...]

By |2020-05-22T13:12:17+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on 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: 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.  [...]

By |2020-05-22T13:19:22+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

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 [...]

By |2020-05-15T15:18:50+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on 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: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

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

By |2020-05-08T11:05:33+10:00May 8th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

Q: How does the Superannuation Catch-Up Provision work? Who is eligible to make tax deductible contributions to super in excess of the contribution limits?

Q: Could you please explain how the Superannuation “Catch Up [...]

By |2020-05-11T08:00:46+10:00May 8th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How does the Superannuation Catch-Up Provision work? Who is eligible to make tax deductible contributions to super in excess of the contribution limits?