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Hi Paul,
How does the transition to retirement work for your SMSF if one of the funds members is not over 55?
Members are aged: 51 and 56, and both are still working.
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Hi Paul, how does it work (TTR pension) for your SMSF if one of the funds members is not over 55yo?
Members ages = 51yo and 56yo and both still working.
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PTM platinum asset management – will it outperform if the Aussie dollar goes down?
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Hi,
I am thinking about investing in the BT Balanced Equity income series offering 7.5% plus franking.
My understanding is that the risk is low as they only invest in the ASX 200 and cover the index with a put to ensure the fund is not severely impacted with a substantial correction.
Are you able to advise if this is:
A. low risk
B. a good investment for income verses a term deposit
C. any other risks I haven’t thought through.
I appreciate your insights.
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My SMSF is in pension mode and I qualify for the CSHC.
I would like to go overseas for 2 to 3 months but am confused how this will affect the CSHC.
Newspaper articles relating to this are bit confusing – some say maximum overseas stay of 6 weeks, while others say 19 weeks.
I know that for travel over 6 weeks the card is cancelled and a new application must be lodged. Would this not lead to loss of grandfathering for current holders?
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Hi there,
I have a SMSF and I pay a tax accountant .6% of my portfolio each year to handle my tax, audit requirements, and any taxation issues.
Is this an average cost?
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