How will the 2016 Federal Budget impact your superannuation and tax?
The purpose of this eBook is to provide information about end of year tax and superannuation planning. This includes strategies to legally minimise your tax obligation as an individual or a business and as well as strategies to grow your superannuation. We will also provide advice on potential tax traps and how you can avoid them.
Did you know you may be able to use your super to buy an investment property? Would you like to find out how? This eBook has been written to help you navigate this opportunity and understand the risks and mistakes to avoid.
Winding up or closing an SMSF may occur for a number of reasons such as relationship breakdown or bankruptcy. Learn about trustees’ obligations to members and regulators. Or Learn about the steps in closing an SMSF.
An SMSF is subject to specific concessional taxation rules, so long as the fund complies with the government’s super rules.
There are specific investment rules that must be followed to ensure an SMSF remains eligible for tax concessions. Learn about the types of investments your SMSF can and can’t invest in and lending and borrowing restrictions.
In most cases your super cannot be withdrawn until you reach a certain age or retire. Learn about withdrawing your super as a lump sum or in the form of an income stream.
Contributing to super will grow your nest egg to fund your retirement. Learn about the different types of contributions and taxation of each.
Setting up your own SMSF requires you to become a trustee of the fund. This is an important decision that carries certain duties and responsibilities.
There are almost 600,000 self-managed super funds (SMSFs) in operation in Australia. SMSFs are not suitable for everyone. Learn about what an SMSF is, how they are regulated and becoming a trustee of your own super fund.
VicSuper is one of the largest public sector super funds in Australia. Many of our prospective and existing clients have VicSuper accounts. We have written this eBook for them.
A testamentary trust is one of the most effective and powerful estate planning tools available. A testamentary trust can have a wide reaching and multi-generational impact on family wealth.
Downsizing is one of the biggest and hardest decisions you may ever make. More and more Australians will grapple with this challenge in years to come.
Many investors feel that they don’t understand annuities and find them confusing, but they can be a powerful part of a diversified portfolio.
Getting into the property market is the hardest it has ever been. In this eBook you will learn the strategies to help your adult children break into the market.
It seems change is the only constant in these turbulent times. Here are ten trends that will have an impact on the retirement of Australians.Download for Free