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Superannuation
5 articles on superannuation — general-advice insights for Australians.
Superannuation
Why the notice of intent has to come first: the sequence that decides whether a personal super contribution is deductible
Commencing a pension before lodging a notice of intent permanently kills the deduction.
Superannuation
Contribution splitting: how couples can equalise super between spouses
Splitting up to 85% of concessional contributions to a spouse's fund equalises super between partners.
Superannuation
The re-contribution strategy: converting taxable super to tax-free for adult-child beneficiaries
Converting taxable super to tax-free through re-contribution reduces death benefit tax for adult-child beneficiaries.
Superannuation
Super fund mergers: what they mean for members and what to do
Super fund mergers are largely administrative, but insurance, fees, and investment options all need checking.
Superannuation
Turning your super into an income you can count on
The shift from building a nest egg to drawing from it is the most important transition in retirement — and the least discussed.