Ray Trevisan

Blog by Ray Trevisan

Topping Up Your Super - Dollars & Making Sense 3 Dec 2024
Work test rules for thos aged between 67 and 75 have been eased and the Preservation Age increased to better align tax regimes and make it easier to reach goals.
03 Dec 2024 09:50:17 - Comment(s)
Election Cycles, Conference - Dollars & Making Sense 26 Nov 2024
It is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike. With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.
26 Nov 2024 09:00:00 - Comment(s)
Types of Super Funds - Dollars & Making Sense 19 Nov 2024
Key differences between Self Managed Super Funds (SMSFs), and APRA super funds (industry, govt, pvt). There are many advantages and disadvantages to running your own show, and we also delve into "wrap accounts", a handy way to sit between a self managed option and a fully regulated fund.
19 Nov 2024 21:00:00 - Comment(s)
Pension & Work Bonus - Dollars & Making Sense 12 Nov 2024
Help all of us get up to speed on Pension Income Tests and the Work Bonus. The new Work Bonus also provides a great incentive for those who have reached retirement, yet still wish to work.
12 Nov 2024 09:00:00 - Comment(s)
Retiring Early & Family Trusts - Dollars & Making Sense 5 Nov 2024
Ever thought of retiring early? What are your options and what are the best structures to consider? Options surrounding an early retirement and the best tax structures to consider.
05 Nov 2024 09:00:00 - Comment(s)