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Blog

July 14, 2023

Spouse super contributions 2024 can offer significant advantages for couples looking to boost their retirement savings. In 2024, these contributions will continue to provide tax benefits and the potential for long-term investment growth. This type of contribution allows one spouse to...

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July 7, 2023

SMSF Loans are a great way to invest in property. They allow investors to leverage their Self-Managed Super Funds (SMSF) to invest in residential and commercial property. You should understand the legal and taxation implications of SMSF Loans. At the...

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June 23, 2023

Investing is essential for financial planning, and deciding mortgage vs superannuation funds can be tricky. Superannuation funds are typically a longer-term investment, while mortgages provide short-term gains. It is necessary to assess your financial goals, risk tolerance, and time frame...

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June 16, 2023

When planning for retirement, choosing the right superannuation fund is critical. Two popular choices are Self-Managed Super Funds (SMSF) and other superannuation funds. Before comparing superannuation funds in Australia, it is necessary to understand the differences. One of the significant...

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June 7, 2023

Self-managed super funds (SMSFs) have become increasingly popular, giving individuals greater control over their retirement savings.  Managing SMSF CGT (Capital Gains Tax) is an important consideration for trustees. It is essential to keep accurate records of all SMSF assets and...

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May 25, 2023

Are you approaching retirement age and wondering how to access your superannuation? It's necessary to understand the tax implications of accessing your super after age 60. Proper retirement planning can help you make the most of your superannuation and enjoy...

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May 18, 2023

If you're the beneficiary of a super fund member who has passed away, you may be entitled to receive a death benefit payment. However, it's necessary to understand the tax implications associated with receiving superannuation death benefits to avoid any...

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May 5, 2023

​There are a few types of superannuation accounts: accumulation accounts, defined benefit accounts, and hybrid accounts. Accumulation accounts are the most common type of superannuation account. The money in your accumulation account provides you with an income in retirement. Defined...

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April 25, 2023

Self-Managed Super Funds (SMSF) have a tax rate of 0% to 15%, making them among the most tax-efficient structures and planning tools in Australia's complex tax system. However, this beneficial tax structure is accompanied by a high degree of regulation,...

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