• Ask questions, build trust and connect with industry experts
  • Ask, build trust and connect

Superannuation & Investment

Latest Questions

Jen L.
Jen L.
Harrietville, VIC
0 Likes
0 Followers
Q:

I’ve recently been medically retired at 52 years of age and due to illness likely to be successful in TPD claim through my industry super and therefore also gain access to my superannuation. Wondering what is the tax rate on super componnent? As I need $ to live thinking investing in property or stock market may be a preferred option to rolling over. I haven’t applied for Centrelink - single and currently surviving on limited but declining savings. Thanks J

3 days ago
J T.
J T.
Potts Point, NSW
4 Likes
0 Followers
Q:

Hello.

I'm not sure if I should be worried about my investments at the moment, SUPER & INVESTMENT ACCOUNT with what happened last week in the US? Theres been a few thousand wiped from the balance being in INTERNATIONAL SHARES and a few other things.

I've seen articles saying the worse is yet to come .. or is it just the media fear mongering .. should i switch everything to cash or something less risky .. or am i falling into the trap ?

Whats your opinion ?

Thanks,

J.

last week
Richard B.
Richard B.
Hawthorne, QLD
0 Likes
0 Followers
Q:

My family is about to receive a bequeathment of approx $200K in fully franked shares.
Our house is would be approx valued at 1.1m on the open market and our outsatnding mortgage is $440k.
My personal super is only $50 plus thousand and my wifes approximately $100k
I am 60 years old my wife 55
We plan to firstly cash in shares to repay immediate debt of approx $25k.
Is my (our super) worth topping up at the max $35k each?
Should we keep any shares as is or cash in total to reinvest?

2 weeks ago
Tracey P.
Tracey P.
Narrawallee, NSW
0 Likes
0 Followers
Q:

We're looking for a good financial advisor to help sort our finances so it works best for us as we move into retirement. My husband is 60yrs (semi retired) and I'm 55yrs (working). We own our own home, have 4 investment properties (2 in NSW and 2 in SA) plus another property overseas. We have $650,000 in a savings acc earning minimum return and we need this to be properly invested. I have $160k super in a industry fund plus we have our own SMSF with $35k. Any recommendations?

last month
More