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$3 million in a super is a lot – until it isn’t.
The landslide election of the Labor Government in the House of Representatives and the composition of the Senate means that there’s not much standing in the way of the implementation of the extended Division 296 Tax Liability. This includes the taxation of unrealised capital gains in superannuation. Federal Treasurer Jim Chalmers has confirmed that the Party does intend to introduce the stalled bill again.
Read MoreThe rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'. I recently happened upon a practical and often humorous book about how to age successfully. It’s called Rules For Ageing by Roger Rosenblatt, a literary overachiever who’s had success as a Harvard lecturer, newspaper editor and columnist, and is the author of 21 books and six plays. I first came across Rosenblatt on the PBS Newshour show years ago, where he regularly presented essays on an array of topics.
Read MoreThe surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.
Read MoreThree things to consider when planning for an early retirement. Few of us go through our entire careers without at least thinking about the prospects of retiring early. Perhaps it is after a difficult period at work. Perhaps after a special vacation.
Read MoreFIRE stands for financial independence, retire early. I was critical of certain elements of the movement while supporting the overall goal. Offering a criticism without an alternative doesn’t help anyone.
Read MoreIf life is what happens when you’re making other plans, retirement is no exception. If you are in a position to put your plans for retirement into action - health, wealth and happiness are all up there as things to think about. From finances to feelings about leaving work, this article is all about the things to keep in mind when planning for life beyond the 9 to 5.
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