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  • Case Study - Avoiding Death Benefit Tax

    Scenario

    Richard is 82 and in failing health.

    He has $500,000 in an Account Based Pension with a taxable component of $250,000.

    He has no dependants.

    Funds will go to non-dependants on his … more

  • Case Study - Maximising Concessional Cap

    Scenario

    Anna is 55 years old.

    Currently earns $250K p.a.

    SGC is $23,750.

    She currently salary sacrifices $10,000 p.a. into Super to maximise her concessional cap of $35,000 and her current … more

  • 1. Cash1 1.38230
  • 2. Australian Fixed Interest2 1.48790
  • 3. Australian Credit3 1.46560
  • 4. International Fixed Interest4 1.27950
  • 5. Australian Property Securities5 1.53660
  • 5A. International Property Securities5A 1.26760
  • 5B. Global Infrastructure5B 1.15050
  • 6. Australian Shares6 2.05950
  • 7. Australian Small Capital Companies7 1.87770
  • 8. International Shares8 1.54450
  • 9. International Small Capital Companies9 1.78120
  • 10. Sectoral Blend10 1.68230
  • 11. Australian Shares Indexed11 2.20600
  • 11A. International Shares Index (Unhedged)11A 1.03130
  • 12. International Shares Index (Hedged) 12 2.09130
  • 12A. Australian Fixed Interest Indexed12A 1.32690
  • 12B. Australian Properties Securities Indexed12B 1.28020
  • 12C. Diversified Conservative Index12C 0.99850
  • 12D. Diversified Growth Index12D 1.02630
  • 13. Schroder Credit Securities13 1.26130
  • 14. Australian Shares 50 Leaders14 2.03460
  • 14A. Tax Paid Term Deposits Portfolio14A 1.16460
  • 14B. Mutual ADI / Bank Securities14B 1.03800
  • 15. Australian Shares15 1.60450
  • 16. Geared Australian Shares16 1.70510
  • 17. International Shares17 1.27500
  • 18. Perpetual Mortgage Portfolio18 1.24990
  • 19. Balanced Growth19 1.39960
  • 20. Australian Shares - Industrial20 1.60600
  • 21. Ethical Australian Shares21 1.96880
  • 22. Balanced Portfolio22 1.30610
  • 23. IncomeBuilder(TM)23 1.53270
  • 24. Dimensional World Allocation 70/30 Portfolio24 1.40740
  • 25. Equity Trustees Mortgage Portfolio25 1.11040