Andrew Heaven Q&A

Superannuation Transfer Balance Cap

Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

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Superannuation from 1 July 2021

Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

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Magellan Global Fund

Q: I am an investor in the Magellan Global Fund (MGF) and I have received an offer to purchase additional units in the fund at a discount. What is the offer and should I consider this?

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Reverse mortgages

Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

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