MARK RATCLIFF | MONDAY, 1 AUG 2011 Mark Ratcliff, managing director of Sequoia Superannuation, discusses in his paper Limited recourse borrowing, how this type of borrowing can be used in conjunction with a self-managed super fund. Read more TIM SANDERSON | FRIDAY, 11 MAR 2011 In his paper, "Death Benefit Nominations in Superannuation", Sanderson discusses the issues that arise when a superannuation fund trustee must pay their benefit in the fund to one or more dependants. Read more DEBORAH WIXTED | FRIDAY, 11 MAR 2011 In its fourth year of 'Simpler Super' regime, which came into effect from 1 July 2007, Wixted looks at the opportunities available, discussing the different tips and traps around the 'Simpler Super' rules. Read more MARTIN MURDEN | MONDAY, 27 SEP 2010 Martin Murden is a director ay Partner Services Superannuation. In his paper he asks why failure to make minimum pension payments into a self-managed supernnuation fund places valuable tax concessions at risk. Read more JAMES MELI | MONDAY, 27 SEP 2010 James Meli is a solicitor at Binetter Vale Lawyers that deals with all aspects of State and Federal taxes in the SME and high wealth individuals space. Read more CHRISTOPHER PHILIPS | MONDAY, 27 SEP 2010 Christopher Philips is a senior investment analyst for Vanguard Investment Strategy Group. Read more DAVID ANDERSON | THURSDAY, 14 JAN 2010 In the last issue, David Anderson presented the first part of his paper on the Mercer research on employee retention strategies. In this second part, he explores the issues faced by having an aging population and looks at how prepared Baby Boomers are ... Read more ROSS CLARE | FRIDAY, 22 MAY 2009 Ross Clare works at the Association of Superannuation Funds of Australia. In this paper Ross takes data published by the Australian Bureau of Statistics to determine the level and diversity of superannuation balances across both the self-employed, wage ... Read more  GRAEME COLLEY | FRIDAY, 22 MAY 2009 Graeme Colley delivers some excellent research on how the Better Super accountbased pensions provide a sound basis for retiree clients. It should be possible to place "restrictions on an account-based pension with carefully worded conditions attaching ... Read more |
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Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
FOUNDER & FINANCIAL PLANNER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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