Earlier access to super a key benefit of transition to retirement income stream

by John Wasiliev   19 Oct 2017  Australian Financial Review One of the strategic changes to superannuation rules from July 1 was the loss by a transition to retirement income stream (TRIS) not in retirement phase of its entitlement to tax-free investment earnings, a concession that is now restricted to retirement phase pensions. Given a widely-held claim that…

The Samsung Way

By Steve Blizard Twenty years ago, few people predicted that Samsung could transform itself from a low-cost equipment manufacturer to a world leader in R&D, marketing, and design. Founded in 1938 by Lee Byung-chul as a trading company, the Samsung Group has grown to employing more than 489,000 workers worldwide, and revenue at $305 billion in 2014.…

Post 1 July 2017 – Super contribution strategies to make the best of retirement savings

By John Wasiliev   12 July 2017  Australian Financial Review   One important aspect of the latest super reforms — in place since July 1  — is changes to contribution rules. Being aware of these changes  is essential for anyone, especially couples, looking to make the most of super’s tax concessions in the post-2017 super world.…