Blog tagged as superannuation

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.

Justin explains there are a number of different options and things to consider, and as always on Dollars & Making Sense, we're trying to make money, finance & investing easier with better education. There are some great tips & tricks to pick up, so tune in!

Ponder whether there are in place today de facto death taxes. Always willing to be convinced with a logical argument, Peter's view is hard to disagree with - Capital Gains Tax and Superannuation have by design or unintended consequence, potentially fit that description of a "death tax".

Ray Trevisan discusses 10 major changes in financial policies that come in from 1 July 2023 in this week's show about money, finance and investing

Estate planning, what is it and where do I start? Jonathan Elcombe joins us to work through the basics of wills, powers of attorney, guardianship and more, to leave us with a solid starting point to commence our journey in ensuring we don't leave our loved ones stranded.