Tag Archive: retirement

Scott Morrison’s First Budget Very Illiberal

Max Newnham - 3 May 2016

There are a number of nasty shocks in the 2016 federal budget that unfortunately probably outnumbered some of the pleasant surprises. There are some massive changes to superannuation and small changes to small business concessions and tax rates.The biggest shock was Scott Morrison proving that he would make a good Labor party treasurer with the introduction of a number of…

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Are SMSFs Losing Their Appeal?

Max Newnham - 26 Nov 2014

Research carried out by DEXX&R, an Australian financial services research house, appears to indicate that the dominance of the superannuation retirement income sector by SMSFs will decline over the next 10 years. DEXX&R recently carried out a detailed analysis of superannuation funds with accounts in the drawdown or pension phase. For the first time this research included self managed super…

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Centrelink Tips And Traps With Account Based Pensions

Max Newnham - 1 Oct 2014

With the Centrelink income test changing from January 1, 2015 for account based pensions many people have recognised the value, if they are currently receiving or are entitled to the Age pension, of starting an account based pension before December 31, 2014. The problem is not everybody will be better off under the old test, and some could be worse…

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