Blog tagged as superannuation

Terminal Illness & Super - Dollars & Making Sense 1 April 2025
part 2 of a 4 part series on life insurance cover inside superannuation. Today we're discussing terminal illness cover and what constitutes correct conditions of release for APRA funds as well as SMSFs. What are the implications if you're terminally ill, all on Dollars & Making Sense.
01 Apr 2025 09:00:00 - Comment(s)
Super & Hardship - Dollars & Making Sense 25 Mar 2025
As always, accessing your super early can have dire impact on your retirement savings, but there are needs that will prevail, and this discussion is important to understand if you could possibly apply and be able to draw down funds in an emergency situation.
25 Mar 2025 09:00:00 - Comment(s)
Lost Super - Dollars & Making Sense 4 March 2025
Justin Bott from Services Australia (Centrelink) joins us again to work through free money. Yes, "free money", money that is yours but you've either forgotten to claim it, or forgotten about it.
04 Mar 2025 09:00:00 - Comment(s)
Summer #9 - Downsizer Contributions - Dollars & Making Sense 11 Feb 2025
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.
11 Feb 2025 10:28:00 - Comment(s)
Summer #8 - Retiring Early & Family Trusts - Dollars & Making Sense 4 Feb 2025
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.
04 Feb 2025 10:27:00 - Comment(s)