Now that the 2023/24 financial year is coming to a close, it will be necessary for individuals receiving #pensions from their #SMSFs to ensure that their minimum pension requirement has been satisfied by 30 June 2024. https://t.co/pru6sGGeql #EOFY#SMSF#superannuation
This article from @SUPERCentralAU considers the application of the “catch-up” contribution provisions: When they can be made? How much can be made? What happens if an excess of “catch up” contributions are made? https://t.co/xBpLQxrVvL #AusBiz#superannuation#contributions#tax
Death bed benefit withdrawals is a poignant description of the situation where a member of a superannuation fund makes a request to withdrawal their superannuation benefit as a lump sum before they die. https://t.co/hAtlqlUFCa #ATO#EstatePlanning#PoA#superannuation#tax
In this article, Peter Townsend from @TownsendsLaw briefly explains the workings of family provision waivers, which often seek to stop an ex-spouse trying to access more assets or actions. https://t.co/ZWBYRb96OM #divorce#EstatePlanning#property
With an increasing number of elderly parents living with their adult children, is it possible that an adult child of a deceased parent could, on the death of the parent, receive their parent's superannuation tax free? https://t.co/jdXOricWVx @TownsendsLaw
A new report finds there is a high level of confidence among SMSF trustees and reveals their top two investment goals for the next year are building a sustainable income stream and maximising capital growth https://t.co/6WdU7euGwU #SMSF
Peter Townsend from @TownsendsLaw briefly explains some of the key issues around maximising the children’s inheritance from challenge by a second spouse. https://t.co/6z7aLUpjaY #EstatePlanning#inheritance#wills
Providing life interest or life estate is becoming an increasingly common way to protect the inheritance of children in a blended family. https://t.co/J7uNY4yu78 @TownsendsLaw#EstatePlanning#inheritance#wills
Released today, our review of 10 major home loan lenders found some ignored #hardship notices, effectively abandoning customers who needed their support https://t.co/eeeBG44rAReleased today, our review of 10 major home loan lenders found some ignored #hardship notices, effectively abandoning customers who needed their support https://t.co/eeeBG44rAReleased today, our review of 10 major home loan lenders found some ignored #hardship notices, effectively abandoning customers who needed their support https://t.co/eeeBG44rAReleased today, our review of 10 major home loan lenders found some ignored #hardship notices, effectively abandoning customers who needed their support https://t.co/eeeBG44rAReleased today, our review of 10 major home loan lenders found some ignored #hardship notices, effectively abandoning customers who needed their support https://t.co/eeeBG44rA6
In this excerpt from an estate planning presentation to financial advisers, Peter Townsend from @TownsendsLaw briefly explains ‘pre-nup’ agreements. https://t.co/4BTpLLKY1r #EstatePlanning#inheritance#wills
Peter Townsend from @TownsendsLaw briefly explains providing a life interest or life estate to the surviving spouse https://t.co/BaXAbGDMhM #EstatePlanning#wills
Peter Townsend, principal of @TownsendsLaw, briefly explains providing a life interest or life estate to the surviving spouse. It is an increasingly common strategy given growth in blended families. https://t.co/nffyHYIiRA #EstatePlanning#LifeEstate#LifeInterest#wills
Services that offer simple wills are not doing the will maker any favours unless they explain the effects of the simple will and what the will maker is giving up by using one, writes Peter Townsend https://t.co/kp5ib2aHvA @TownsendsLaw#EstatePlanning#inheritance#legal#wills
The Joint Associations Working Group has made a number of proposals to improve the pathways for new financial advisers in response to declining numbers in the profession. https://t.co/IDSlRDuOB7 #Accountants#FinancialAdvice#FinancialPlanning#SMSFs
Is it OK to make a deductible super contribution and then cash out? This very issue was the subject of a recent private binding ruling, writes @SUPERCentralAU's Michael Hallinan. https://t.co/6ooARDJY5Y #ATO#superannuation#contributions#tax
Two significant changes have been made to the Work Bonus scheme. In this article, Michael Hallinan discusses the changes in detail, explaining the scheme and how it operates with the income free area. https://t.co/8zr0K3MLoW @SUPERCentralAU#AgePension#pensions#retirement