I am also struggling with 8BEN, I have filled it 3 times and had it rejected by the registry 3 times, the third attempt was after speaking to the...
A person passes away at 62 and only has nonconcessional money in his/her super. If the money is paid to his/her 40 year old non-dependent son,...
Thanks GregR.
Hi I am unemployed this year and my wife has the ability to contribute the capped amount, $30k for me. Question is under what circumstance it...
Hi Andrew Sorry for the delay. I will be 60 on 26/3/14, so no capital gains tax - hurray. I have reasonable record last 10 years using Weinstein...
Hi I have my employer contributions in a retail superfund (CFS). A year ago I started smsf with my wife. I want to roll over my funds in the...
Feedback on eSuperfund
Sorry Kris, had to go missing for personal reasons and could not access the forum. Will like more help please. I am not in Gold Coast, so any...
I am 59 and am not able to find job. I recently contributed after tax saving of $450k which brought my SMSF super balance to $900k. My partner has...
I am an independent contractor and have my own company which invoices clients. Both my wife and I are the only directors. We want to start our...
Manoj Thanks very much. Could you please give more information on "if you have a bad year". Do you mean the if in a year the pension fund's...
Thanks, yes I have a current will and Enduring PoA. Will do some research on the testementary trust - all these are very helpful.
Thanks for this, I had not thought about the scenario when one of us dies and effect it will have on the survivor, this is a great point. I am...
That is a great help. I will go and research these two.
Came across this calculator from State Super and it seems to be saying that I am better off without getting into TTR - option 2 is best. Can any...
Good advice Hi Dolfinwise The points you make are valid and I also have to take into account pathetic level of advice provided by the two...
I am 56 and looking towards transition to retirement options. Did not like complexity of SMSF. Looked at CFS First Choice and First Wrap. What...
Thank SM This is great and it is in a language I can understand. Funny how my planner never thought of it himself. Now back with my family to...
Separate names with a comma.
