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Super & retirement

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Industry super funds call for relaxation of financial advice regulations

Industry super funds call for relaxation of financial advice regulations

Ahead of a Treasury review of the financial advice sector, industry super funds say they want to be able to provide cheap advice to retirees about how much money they need to retire and how long the will money last.

  • by Simone Fox Koob

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Does an inheritance impact the age pension?

Does an inheritance impact the age pension?

It can take up to 12 months for an estate to be finalised, but Centrelink needs to know when your share of an estate is received.

  • by Noel Whittaker
Capital losses can offset gains for overseas will beneficiaries

Capital losses can offset gains for overseas will beneficiaries

If a deceased person had been carrying forward unapplied capital losses, these can offset a capital gain from those assets transferred to a charity or foreign resident.

  • by George Cochrane
Merger deal may come with nasty tax surprise

Merger deal may come with nasty tax surprise

The “in-specie” dividend treatment of the merger of BHP’s petroleum assets with Woodside means that some investors will have a gross dividend that requires them to pay additional tax.

  • by Noel Whittaker
Tax treatment of a short-term Airbnb rental

Tax treatment of a short-term Airbnb rental

Anyone renting their home in NSW home on AirBnB, or similar, must first obtain a STRA registration number from the state government’s planning portal.

  • by George Cochrane
‘Stay the course’: Cash option proves costly for super switchers

‘Stay the course’: Cash option proves costly for super switchers

Super fund members who switched their retirement savings from their fund’s balanced investment option to cash during the COVID-19 pandemic-induced market turmoil have missed out on big sharemarket gains.

  • by John Collett
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How much super do you need to retire?

How much super do you need to retire?

The Association of Superannuation Funds of Australia’s estimate of annual expenses for a couple retiring comfortably at 65 is $64,771 a year.

  • by George Cochrane
Mind the gap: how women can boost their super
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Mind the gap: how women can boost their super

If you’re a woman, your super balance is likely to be substantially smaller than a man’s. Here’s how to do something about it.

  • by Simon Webster
Negotiating the CSHC income limits

Negotiating the CSHC income limits

To be eligible for a Commonwealth Seniors Health Card, you must meet certain criteria, including an income test. The test looks at adjusted taxable income for the relevant financial year and a deemed amount from account-based income streams.

  • by Noel Whittaker
What Labor’s election victory means for your money

What Labor’s election victory means for your money

New Labor government policies to reduce childcare costs, make medicines less expensive and reduce carbon emissions to foster cheaper renewable energy are likely to put more cash in the pockets of householders.

  • by John Collett
The tax trick everyone earning more than $45,000 needs to know

The tax trick everyone earning more than $45,000 needs to know

As the end of the financial year approaches, it’s time for everyone, particularly those earning more than $45,000 a year, to have a good look at the tax savings available on money funnelled into superannuation.

  • by Jessica Irvine