Category Archives: Tax


Refund or no Tax Refund, is often the question!


Thanks for completing the tax return David, I was hoping for a bigger tax refund but it’s better than having to pay.

With refunds, to a large extent the writing is on the wall by the time we get to this point but, with the various employers you have it is important to make sure they are taking out the right tax.

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Retirement Super Tax

Transition To Retirement (TTR)


Can you remind me of the advantages of taking the pension payment? I know the pension payment to me is tax free once I’m 60. My understanding is that while I leave it in my Super the earnings get taxed – is this correct? What is the situation if I have the majority of funds as a Pension instead? Are any earning there taxed?

We need to break this down into the simple steps involved in the broader Transition To Retirement (TTR) strategy and its evolution.

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