What is the sole purpose test, and how does it work?
For all its complexity, super boils down to one simple goal. Lose sight of that goal, and the ATO will come knocking.
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Barbara is a financial journalist and author with over 30 years’ experience in Australia and the UK. She is a contributor to The Sydney Morning Herald and The Age Money section, and has worked for the Australian Financial Review and The Australian.
Barbara is the author of Alan Kohler’s Eureka Report Guide to Personal Investing, Sorting Out Your Finances for Dummies and Personal Finance for Dummies and co-author of Investing for Dummies with James Kirby.
For all its complexity, super boils down to one simple goal. Lose sight of that goal, and the ATO will come knocking.
It can make sense to bring your UK pension funds home to Australia, but the process is far from straightforward. We explain how it’s done.
SAPTO can help retirees reduce their tax bill but working out whether you are eligible and for how much is far from straightforward.
Low-income earners may be eligible to reduce their tax bill by as much as $700, without lifting a finger. Check our guide to who’s eligible and for how much.
If you have ever wondered whether you can move shares or commercial property held in your own name into super, yes you can.
SMSFs have many attractions but keeping up with the admin is not one of them. Here’s what you need to know to stay on the right side of the law.
A government push to reunite people with their lost super is gaining traction, but there is still plenty of money left on the table.
While self-managed super funds have gone mainstream, the people who run them have some unique characteristics.
Market volatility and economic uncertainty can wreak havoc with retirement plans, so it’s important to develop strategies to manage the risks.
They say a picture is worth a thousand words, so we’ve created a visual representation of super’s value in the long run.
Super is arguably the most tax-effective retirement savings vehicle in the land, so it’s worth getting acquainted with the rules.
Staying the course and seeking advice were winning strategies during last year’s market meltdown.
It’s 20 years since ETFs first appeared on the local scene and their popularity with SMSF investors is soaring. We explain why.
Recent legislation requiring advisers who are not independent to advise clients of the fact is a welcome move. But does it go far enough?
Now that six-member SMSFs are allowed, the question remains; should family members join forces or go their separate ways?
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