News : Downsizer

Contributions, Downsizer

Downsizer applies to inherited assets

A house inherited via an estate will be counted as eligible for downsizer contributions, but must be still held for the required 10-year period.

A house inherited via an estate will be counted as eligible for downsizer contributions, but must be still held for the required 10-year period.

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Downsizer, Investments, Property, Retirement

Retirees still asset rich, but cash poor

Analysis into the financial situation of retirees has confirmed they are experiencing cash-flow issues despite enjoying homeownership.

Analysis into the financial situation of retirees has confirmed they are experiencing cash-flow issues despite enjoying homeownership.

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Contributions, Downsizer

Downsizer extensions very rigid

An application to have the downsizer contribution deadline extended will only be successful if there is a legitimate reason behind the request.

An application to have the downsizer contribution deadline extended will only be successful if there is a legitimate reason behind the request.

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Compliance, Contributions, Downsizer, Legislation, Regulation, Strategy

Downsizer contributions need proceeds

In order to be able to make a downsizer contribution, SMSF members must actually receive some proceeds from the sale of their existing residence.

In order to be able to make a downsizer contribution, SMSF members must actually receive some proceeds from the sale of their existing residence.

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ATO, Downsizer, Superannuation

Downsizer contributions remain steady

The number and size of downsizer contributions into superannuation have remained constant, but more women are taking advantage of the scheme.

The number and size of downsizer contributions into superannuation have remained constant, but more women are taking advantage of the scheme.

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Contributions, Downsizer, SMSF

Marriage length has no downsizer impact

The ability for a spouse to take advantage of the downsizer provisions is not dependent on how long the couple in question have been married.

The ability for a spouse to take advantage of the downsizer provisions is not dependent on how long the couple in question have been married.

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Aged Care, Downsizer, financial advice, Retirement, SMSF, Superannuation

Retiree confidence undermined

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

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Contributions, Downsizer

Downsizer not a co-contribution event

Eligibility to receive a government co-contribution to an SMSF is determined by the confluence of a few different pieces of legislation.

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Downsizer

New partners eligible for downsizer

Downsizer contributions Remarriage Second relationship BT Technical Services Tim Howard

Downsizer contributions are not closed off to superannuants who have remarried, even if they are not on the title of a property, with eligibility to contribute, not ownership, the key criteria.

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Downsizer

Downsizer favoured by women

ATO Downsizer contributions superannuation women

Women have led the use of downsizer contributions since they were first introduced and have added more into their superannuation than men taking advantage of lower age limits.

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