All Posts Tagged With: "superannuation fund"

My son is now at Uni and I am worried about fees eroding his super savings

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Q. My son worked at Macdonalds for 4 years and has a superannuation with employer contributions. He is now doing full time study at uni. Should he do something with this superannuation before it is eaten away with [...]

Popularity: 21% [?]

I am business owner and I am questioning my accountant’s advice.

Q. We are business owners and our accountant has us pay a designated amount into super each month. We are reluctant to do this at the moment and have that amount lose money immediately when banks are offering over 8%. Should we try to delay these payments?
Josie’s answer: I am finding that many people [...]

Popularity: 49% [?]

Do I get a refund of tax when my super is negative?

Q. Investment earnings in superannuation are taxed at 15%. What happens when your super fund makes a loss? (as may well be for me again this year). Is there no tax? Is there a credit (I wish) or is the loss offset in future years within the fund?
Josie’s answer: This is a really good question [...]

Popularity: 35% [?]

I have a Question about “Wills and Separation”

Q. I am separated and wondering if my will is automatically revoked?
Josie’s Answer - No. However, the rules vary between each State.
We recommend you seek specialist legal advice. Wills should be reviewed every 3-5 years or whenever a major life event occurs e.g. separation, birth of a child.
Popularity: 32% [?]

Popularity: 32% [?]