In the Media
The SMSF Dilemma (“should I or shouldn’t I”)
It’s rare these days to discuss superannuation without the topic of self managed super coming up.
The number of self managed super funds has grown dramatically over the last decade, and today around 30% of all retirement savings are held in such funds.
With this in mind, how do you know whether...
Written for The Australian – Over 50s discover it’s tough to get a home loan
In this article, I interview mortgage broker Alex Woo and discuss the various factors affecting people who are over the age of 50 and wishing to borrow money from banks to purchase or refinance. It was interesting to discover that there are separate rules for those under the age of...
Published in The Australian – How to bridge the gap on concessional super limit
- THE federal government's controversial decision to cut back on the scale of concessional (pre-tax) contributions to superannuation has certainly cast a shadow over potential retirees' plans to rev up their super balances, but all is not lost.
First, the bad news. For the next two financial years the pre-tax (concessional) superannuation...
Quoted in the Australian Financial Review article on superannuation contribution limits
For the next two financial years (2012/2013 and 2013/2014), the cap on concessional contributions aka pre-tax contributions into super is limited to $25,000. The pre-tax cap includes salary sacrifice amount but also employer contributions therefore care must be taken when salary sacrificing so that total pre-tax super contributions do not...
Quoted in Australian Financial Review article
In a recent Australian Financial Review article titled 'Spruce up your finances in six steps, I am quoted under the step 'Reassess your portfolio'. In these uncertain times where share markets are volatile, I mention that it may be prudent to reassess the stock in your current investment portfolio or...
Article written for The Australian – Redundancy not the end of world
From: The Australian January 28, 2012 12:00AM
Written by JAMES GERRARD
REDUNDANCY can stir up a hornet's nest of emotions; working through them and focusing on the light at the end of the tunnel is the key.
With Europe, the US and Asia on shaky ground and the outlook for the Australian economy...
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