Not super friendly
Article Abstract:
A significant amendment made by the Government does not permit small funds to forfeit superannuation benefits of members or allow contributions made to reserve accounts. Such changes were necessary as some small funds used strategies to maximize superannuation concession that were far beyond what was intended by Parliament.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
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Tactics for assets
Article Abstract:
Advice on investing strategies in Australian stock markets is presented. The differences between normal transitional RBL (reasonable benefits limit) and a pension transitional RBL are also explained. Clarifications on taxation aspects relating to allocated pension are also presented.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
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Long-term tax tactics
Article Abstract:
Any wealth creation plan is affected by the way investments are held. Tax implications need to be examined before including long-term investments in the portfolio.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2003
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