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Hello I have a SMSF in pension mode. Recently I received a document regarding AMP’s AGF fund being wound up. After reading both sides I thought the fund s..
To clarify, this year if >50 you can only contribute a maximum of $35,000 to your SMSF. The existing ‘catch up’ of $180,000 pa for 3 years is not..
Reduction in the threshold on Concessional contributions As from 1 Jul 2017, this changes from $300,000 to $250,000. Can you please tell me what is included in ..
On July 1 next year I will be 60 and wife 61 – we currently have a TRIS/TTR and neither of us are retired – if I retired before that time and wife d..
Paul, I’ve sold most of my bank shares but I still have some NAB and CBA. I am wondering whether or not to buy the NAB Capital notes 2. What is your advic..
As we approach year end, can you explain the best way to minimise Capital Gains Tax? Specifically, to avoid paying CGT should I be looking to book sufficient lo..
