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Overcoming our behavioural barriers to saving
Good financial planning finally has a value: 23% more in retirement
‘Unintended consequences’ threaten SMSF tax reform
Retirement income: every bit counts
ASFA continues to sound warnings on retirement savings
Market Update - October 2014
The little-known rule with huge implications for self-managed super funds
Grappling with the uncertainties of retirement
Change to ATO decision relevant to SMSF in-house assets
Taking a personal perspective on the global super challenge
Some terms defined - Super & Investment
The perils of market-timing and over-confidence
Market Update – 30th September 2014
Hardly a do-it-yourself job
Super insurance: wide coverage, limited understanding
ASIC eyes SMSF loan sign-off
Redesigning retirement incomes policy - from the ground up
Industry terms
Market Update - August 2014
Keeping to super's sole purpose
Taxing times for self-managed super funds
The relationship between SMSFs and their advisers
How family financial planning opened the door to a holistic advice career
Spotlight on your retirement income
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Quarter 2 of 2009
Articles
Utegate dominates
Maximising the tax free portion of a super fund in times of market down turn.
Super catch-up
SMSF strategies for low income earners
Investment Markets Data - To 31st May 2009.
Salary-sacrificed super: the new frontier
Why don't stocks begin trading at the previous day's closing price?
Budget winds back the clock on super
Some definitions
The Buffett way to measure your portfolio's success
Budget 2009-10   -   Overview, Summary, Papers.
A powerful search engine resides on this website.
Turning back the clock
A survival plan for a retiree's worst nightmare
What are dividend reinvestment plans?
Gone Fishin'
Government Stimulus Package - Summary
Investment Markets Data - To 31st March 2009.
Some definitions

CompareShares.com.au


Allocated Pension

An allocated pension is a product purchased by retirees to convert their super savings into a regular income. Retirees use allocated pensions to pay themselves an income over a time period roughly equivalent to their life expectancy. Pension payments can be made monthly, quarterly, half yearly and yearly and are deposited directly into a retiree's bank account.

Transition to Retirement Pension

A transition to retirement pension is a flexible way to move from work to retirement. On reaching your preservation age (generally 55, but is increasing over time and may be 60 if you were born after 30 June 1964), you can start accessing super (including the preserved portion) via a super pension while maintaining or reducing work hours.

Dividend imputation

Dividend imputation is a company tax term in which some or all of the tax paid by a company may be attributed  to shareholders in the form of a tax credit to reduce income tax payable on the income distribution (dividend).

Grossing up

The grossed up dividend measures the rate of return from dividend payments after taking into account the benefits of imputation credits (franking credits) to the shareholder.

 

 

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CompareShares.com.au is Australia's pre-eminent news and investing site for investors and traders, covering shares, superannuation, property, financial planning strategies and more.

 

 

 



19th-May-2009

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