Articles by
Aakash Mehta
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Case study: Making super contributions from compensation payments
UpdatedIt’s not widely known, but it’s possible to put money from a personal injury compensation payment into super without many of the usual limits.
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How to take advantage of the increased transfer balance cap
UpdatedAn increased Transfer Balance Cap creates opportunities to transfer more into the tax-free retirement phase and contribute more to super but beware the fine print!
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Case study: Combining downsizer and non-concessional contributions
UpdatedPeople wanting to give their super a substantial boost later in life can get more bang for their buck by combining these two popular strategies.
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Should you withdraw super before death to minimise tax for your beneficiaries?
UpdatedIf you are faced with a terminal illness and still have a substantial super balance, there are ways to minimise the tax your non-dependent beneficiaries end up paying.
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Case study: Transferring shares into your SMSF (an in-specie transfer)
UpdatedThere can be substantial tax benefits in transferring shares into your SMSF, especially once you retire, but strict rules apply.
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Case study: Choosing the right super death benefit nomination
UpdatedIt may seem like a simple matter to leave your super to your loved ones when you die, but choosing the wrong type of nomination can have costly unintended consequences.
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Case study: When can I afford to retire?
UpdatedIt’s a common question, and in this case study we follow one couple as they calculate the financial impact of retiring early or delaying by a few years.
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Case study: Should a wealthy retiree start a super pension or draw on non-super investments first?
UpdatedRetirees with substantial investments both in and out of super often wonder whether they should start a super pension or draw income from investments outside super first. We look at the pros and cons of both options.
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Case study: Combining super pensions after a spouse dies
UpdatedIf your partner dies and you would like to combine your pension with their death benefits, this strategy could provide the way.
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Case studies: How to make the most of higher contribution caps
UpdatedSuper fund members can make higher contributions this financial year, but the actual amount may depend on whether you’ve previously triggered the bring-forward rule.
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Case study: How to reduce tax on your TPD payments from super
UpdatedIf you suffer a total and permanent disability, making the most of any TPD insurance you have in super is crucial.
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What are the Age Pension gifting rules?
UpdatedMany retirees want to help their family financially, but it’s important to understand how gifting money or assets can impact your Age Pension entitlements.
