Parkside InvestorPlus Articles

 

 

Advice worth more than it costs

A young family could be $240,000 better off at retirement if they receive financial advice, according to Sunsuper. Sunsuper commissioned CoreData for its 'Value of Advice Report' that found that a 34-year-old Australian couple who received advice could maximise their money to pay for six additional years of private education for two ...

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The new rules of salary sacrificing versus personal super contributions

 
One of the fundamental concepts in the superannuation regime self-managed super fund (SMSF) trustees need to understand is the difference between salary sacrificing and making personal super contributions to a fund.

The rules have recently changed, which means more people can now make additional contributions to their super...

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Pre-retirees concerned and underprepared

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for it, according to a new study.

The research prepared by Australian Unity and Empirica into retirement planning collated the responses of 1000 baby boomer Austra...

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Why all the fuss about family trusts?

Affluent Australians usually hold their investments in some combination of superannuation, family trusts and direct ownership of negatively geared property. Over the last year, changes in superannuation rules and more challenging property market conditions have shifted the relative benefits of these arrangements. Family trusts have become com...

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The impact of super changes on estate plans

The introduction of the $1.6 million transfer balance cap will affect the insurance and estate plans of many superannuation members. In my last article, I discussed why members must review any insurance they hold in super. Additionally, the transfer balance cap places a limit on the amount that can be paid as a death benefit pension and any e...

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