The challenge Fred and Wilma were concerned about what would happen to Fred’s pension upon his death. Fred’s service period began on 1 January 1995 and his pension balance is $700,000 which consists entirely of the taxable component. Although tax-free if paid to Wilma, should the death benefit be paid to his adult children then […]
Case study: Centrelink benefits (younger spouse)
The challenge Brad was about to turn 65 and was looking to retire whilst his 50 y.o. wife Angelina has been a stay at home mum to look after their children. Brad has $500,000 in his superannuation and they have an investment property they own jointly worth $400,000 where they receive rent of $300 per […]
Case study: Business owners at retirement (selling the business)
The challenge Liz and Shane decided it was time to retire. After the sale of two business assets they expect to receive net sale proceeds of $1.1m. One asset has a gross capital gain of $450,000 whereas the other asset a $70,000 capital loss. Their accountant has confirmed that their business meets the broad eligibility […]
Case study: Business owners leading to retirement
The challenge Liz and Shane were planning to retire within two years. Their immediate need was to find out the most effective way to transfer their business premises into their self-managed super fund (SMSF), without breaching their contribution caps. But they also had a complex portfolio of assets, including a company, an SMSF and two […]
Case study: Self-Managed Super Fund’s and borrowing
The challenge Sally was 50 when she joined Harry as partner in a small law firm. She was looking at purchasing an investment property for $500,000 as an investment which would require a loan of $400,000. After re-entering professional life only a few years ago, Sally is now on the top marginal tax rate, so […]
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