The rDepending on how big your fund is there may be other options of managing death benefit tax issues. Whilst you are working there is an...
You have to be very careful nominating super fund as beneficiary of a discretionary trust. Issues around distribution being taxed as non arms...
Agree with the previous poster - seems to implyba recntribution strategy. Couple of other advice points to consider Effective tax free...
The only difference I can see is who is investing your money in the background. For example, let's say you have fund manager X with Australian...
Andrew I am not aninvestment expert so I can't comment. I fail to see how investing in direct equities offers diversification much as the original...
Andrew, ackowledge your point. Yet the question wasn't about performance. You woukd be well boind to understand the person's concerns - that...
Yes as long as you make at least onepension payment in the FY, it is up to you how you take it. In a SMSF easily done but in a retail fund,...
if I was worried about diversification personally I would invest in mult asset multi fund managers. I know you're trying to mitigate risk but I...
hi you would find that in sis regulations, the requirements say that you just need to make an annual pension payment. SIS regulations do not...
Hi Jayce Good evening Jayce, I am very surprised that given your age, there was no tax withheld. You are right about the formula....
Hi Most employment arrangements are probably painful bit I meant gainful. Sorry funny spell check.
Conditions of release Hi Dr Johns, I agree with your interpretation. Since the initial retirement day,any earningsand subsequent...
Hi Hi Koji, I definitely agree with the earlier posters that you should seek advice from an accuntant or a financial planner to understand your...
Conditions of release Hi If you informed the fund at the point of retiring, then they would have made all your funds unrestricted non...
Hi Hi Merlin, Your financial advisor may be referring to the less than 10% rule in relation to making personal tax deductible contributions...
Market Value Substitution Rule Hi, Anytime, you are not dealing on arm's length basis, the tax system forces you to conduct transaction on...
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