The official death tax was abolished over 30 years ago, but estates are still subject to other death-related taxes – and they’ll hit the ones you love the hardest. Here’s what you can do now to minimise the taxes – and frustrations – of super payout to your beneficiaries. What’s the death tax in Australia?
Retirement comes around for everyone. Will you be scraping by, or in the ‘cruise ship to Europe’ category? Calculating how much you need, and how you’ll get there, starts right now – whatever age you are. The dollar figure in your superannuation fund on the day you retire is an important one. Ask yourself, how
Founder and CEO of Real Vision, Raoul Pal on behalf of Global Macro Investor, his research business (Raoul Pal – The Coming Retirement Crisis – YouTube) Retirement is all some people ever think about, especially the 50-million-plus Americans set to retire in the next few years and the 439,000 Australians that are set to retire
Last night I was speaking with Jack [not his real name] and I asked him what his plans were for his future retirement needs. Jack said, “I’m pretty right actually”. But was he? Let’s take a look. Jack who is a 55year old single dad and has$1.6 million in assets principally made up of his
