Ask a Question
You need to be a full subscriber to access this feature of the Switzer Super Report. Click here to upgrade your subscription or read recently answered questions below
I have a question regarding clarification of a spouse under the superannuation act.
I know that a spouse under ATO is a person who you are in a relationship with even though not legally married. We are not married, however have been in a relationship for many years and wanted to confirm if we will be treated as a spouse for the purpose of being able to make use of the superannuation downsizer contribution as a result of my partner selling a property.
We are in our mid seventies and are thinking of closing our SMSF and having a managed fund in lieu. What is the cost of closing our SMSF (assuming we need to)?
Any advice on choosing a managed fund? Cubs has been suggested.
What is the range of fees that would be charged?
We have about $1.5m in shares, hybrids, LICs and cash, and hoping for an income of about 85k with minimal draw-down of our capital.
Could you please advise me on Medibank private now that it has lost the government army contract.
It forms a major investment in my portfolio and was purchased on the float.
With the government increase cap, I am concerned.
If sell is your decision then what is your suggestion for a replacement?
This is my only investment in the medical sector.