A lot of people refer to 55 being the age that a Transition to Retirement Pension(TRAP) or Account Based Pension is able to be started, this is not exactly the case. It is actually the Preservation..

SMSF - Death Benefits When someone in the family passes away, you could lose up to 15% of the deceased’s superannuation if the correct beneficiaries are not in place. Have you checked yours? F..

Superannuation is a very popular topic in conversations these days but you do not understand the jargon everyone is using. To help you improve your understanding of SMSFs, please see the attached a..

SMSFs are popular but do you know why and/or do you understand why you should or shouldn't have one? You hear terms like flexibility, control, pensions and investing, which sound great but where do..

High insurance premiums, excessive fees and un-interested advisors could result in your superannuation money effectively being thrown away. CIB Private Wealth recently undertook a review for an indivi..

  In a recent case Ioppolo & Hesford v Conti [2013] the WA Supreme Court confirmed that the payment of superannuation death benefits is not a matter that can be dealt with in your will.  ..

  Effective 1 July 2014 the Tax Office will have new powers that will allow it to issue hefty penalty notices to trustees of superannuation funds who contravene the superannuation laws. Und..