Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / Accurium

Accurium

1-12 out of 17 results.

8 hints for any SMSF in both accumulation and pension modes

The transfer balance cap has required some large SMSFs to transfer pension money back to accumulation, and the two pools must be treated carefully to maintain the full benefits from superannuation.

Managing capital gains to maximise exempt income

  • 19 September 2018

The net capital gains of an SMSF for an income year form part of the fund’s assessable income.

GPS Framework: A new way to think about SMSF retirement income

In retirement, it is the level of spending rather than investment returns which is the primary determinant of retirement outcomes, and there is a significant difference in spending patterns in later years.

Fast facts and figures 2018 reference guide

Accurium's facts and figures guide compiles current rates and schedules for tax, superannuation, retirement, social security and aged care, updated to 1 January 2018.

Four common technical questions on SMSFs and super reform

Months after the major superannuation reforms of 1 July 2017, advisers and their clients are still asking important questions, especially about transfer balance caps and segregation.

Decision charts making sense of the super reforms

  • 8 June 2017

Accurium’s decision charts making sense of the superannuation reforms

Defined benefit pensions and the transfer balance cap

Defined benefit pensions once meant sitting back and enjoying the guaranteed income flow for life, but their treatment under the new pension rules is a potential minefield.

SMSF Trustees – healthier, wealthier and living longer

  • 1 March 2017

This SMSF Retirement Insights paper is a thought-provoking study on the life expectancy of SMSF trustees.

SMSFs and the pension cap: a case study

Four questions every SMSF member with large balances should be asking in the run up to 30 June 2017. There's enough here to warn not to leave understanding the rules until the last minute.

How SMSFs should plan for $1.6m pension cap

Anyone with large super balances should know their choices well before 1 July 2017, although they no longer have to decide how to segregate between accumulation and pension.

Low SMSF returns highlight value of retirement advice

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

SMSF assets will not need segregating

SMSFs transferring funds to a tax-free pension account under the proposed cap of $1.6 million will not need to sell or segregate assets from an accumulation account for the same member.

Most viewed in recent weeks

Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

Sponsors

Alliances

© 2024 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.