Blog categorized as Superannuation

    SMSF borrowing & $3m cap - Dollars & Making Sense 14 Nov 2023
    Natasha Panagis follow up on our recent interview on the upcoming review of the new $3m super cap tax being proposed. There is still work to be done in the legislative halls of power, remembering the 2 things we shouldn't see being made ... sausages and laws.
    14 Nov 2023 09:00:00 - Comment(s)
    SMSFs & Borrowing - Dollars & Making Sense 31 Oct 2023
    Being educated SMSFs in the detail will help you avoid this complex area, and especially when buying property and using borrowed funds in super requires particularly detailed knowledge.
    31 Oct 2023 09:00:00 - Comment(s)
    Are SMSFs for You? - Dollars & Making Sense 10 Oct 2023
    Given SMSFs increasing popularity, a self managed retirement option is attractive. There is much to be gained from having your own SMSF, so join us to better understand whether DIY super is for you or not.
    10 Oct 2023 09:00:00 - Comment(s)
    The $3m Super Cap - Dollars & Making Sense 26 Sep 2023
    Resident expert on Super at IFPA joins us to work through at least 6 nasty elements of this proposed legislation, and what the ramifications potentially are. Dollars & Making Sense maybe, but maybe this doesn't make sense at all.
    26 Sep 2023 09:00:00 - Comment(s)
    Superannuation Caps - Dollars & Making Sense 7 March 2023
    we're talking with Natasha Panagis from IFPA (Institute of Financial Professionals Australia) about superannuation, the proposed cap in super balances. Super policy is important to everyone, regardless of how much you do or don't have in your balance today.
    28 Feb 2023 09:00:00 - Comment(s)