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COVID Crunch time

Back in March 2020 when the coronavirus pandemic first came to Australian shores and the country went into lockdown, the Federal Government introduced a generous economic ...
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Maximising non-concessional super contributions

One question that comes across my desk on an almost daily basis is “how much can my client contribute to super?”
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Getting things in order - part 2

Recently I wrote an article  about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers ...
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Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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Reflections on last week's blog

I have just been reading though the article Mark published last week. 
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An overview of the latest changes to the COVID-19 Stimulus

When the coronavirus pandemic made its presence felt in Australia, the Government introduced a multi-billion-dollar package of stimulus measures designed to assist individuals ...
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Age limit for super contributions extended

From 1 July 2020, the age limit for making voluntary contributions to super was increased.
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What to consider before you apply for early access to Super

You may have already read the articles we’ve published on this topic (1 April and 29 April), which discussed the ability of eligible people to access up to $20,000 from their ...
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Minimum pension payments

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
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Account based pensions and the age pension

Last week I was asked if the rate of Centrelink or Department of Veterans’ Affairs age pension would increase if the amount being paid from an account-based pension reduced?
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