Category Archive for: Superannuation

Winding Up a Self-Managed Super Fund

I am often asked, “What Do I Need To Do to Close the (choose your expletive) Down?). This is not a complicated process, though those with a vested interest (think those who set it up in the first place) may try to convince you that it is. Your self-managed superannuation fund may be a guaranteed…

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Doesn’t Anyone Understand Superannuation?

I am consistently amazed at the lack of understanding of the true nature of superannuation. I have written previously at length (see here), but following a couple of recent conversations I thought I should take the issue up again. The dictionary is not much help: Superannuated 1. to allow to retire from service or office on…

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Collaborate For Your Clients, Please

  You cannot properly give financial advice to a client without considering the tax consequences of that advice. Similarly you should not make a recommendation to a client in order to save tax without considering the impact of the action on their overall financial well-being True financial advice needs to cross over a number of…

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Illawarra Redundancies – I didn’t think it would happen to me!

Many of our clients, colleagues, friends and acquaintances are impacted by the recent announcement of additional job losses at Port Kembla Steelworks. For some the news comes as no surprise but for many, it’s a case of, “I didn’t think it would happen to me!” For those approaching retirement, this may be a time when…

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What exactly is superannuation?

I don’t know how many times I have had people say to me “Superannuation is a lousy investment” or “I don’t believe in Superannuation”. Statements like these come about because the person making them doesn’t really understand what superannuation is. Simply put superannuation is not an investment at all, much less a lousy one, it…

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