The clock is ticking on major changes to superannuation that come into force on 1 July 2017. The changes are wide-ranging and are likely to affect everyone’s retirement savings. But it can pay to plan ahead both to take advantage of the existing rules, and to make the most of the new super landscape. Here…

smsf

Contributions – getting money into your fund If you are intending to make contributions into your SMSF, you need to make sure contributions are received by your SMSF on or before 30 June 2016 in order for it to be counted in the 2016FY. Check your timing – this year 30th June falls on a…

should i take my super as a lump sum

You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let’s weigh up the alternatives so you can start to consider what may be best for you. Taking a lump sum If your super has been managed on your behalf during…

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