Blog tagged as SMSF

We're deep diving into Downsizer Contributions to superannuation. If you own your own home, and need a neat way to bring your retirement balance closer to your goal, this may be a great way of doing it.

We're deep diving into Downsizer Contributions to superannuation. If you own your own home, and need a neat way to bring your retirement balance closer to your goal, this may be a great way of doing it.

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.

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.

What is super NOT for? Great question, so let's hear some great answers from Michelle Griffiths of TAG Financial Services