29 October 2025

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Home / Author: Melanie Dunn

Melanie Dunn

8 hints for any SMSF in both accumulation and pension modes

The transfer balance cap has required some large SMSFs to transfer pension money back to accumulation, and the two pools must be treated carefully to maintain the full benefits from superannuation.

Melanie Dunn
12 December 2018
6

GPS Framework: A new way to think about SMSF retirement income

In retirement, it is the level of spending rather than investment returns which is the primary determinant of retirement outcomes, and there is a significant difference in spending patterns in later years.

Melanie Dunn
7 March 2018
1

Four common technical questions on SMSFs and super reform

Months after the major superannuation reforms of 1 July 2017, advisers and their clients are still asking important questions, especially about transfer balance caps and segregation.

Melanie Dunn
30 November 2017
9

Defined benefit pensions and the transfer balance cap

Defined benefit pensions once meant sitting back and enjoying the guaranteed income flow for life, but their treatment under the new pension rules is a potential minefield.

Melanie Dunn
30 March 2017
17

SMSFs and the pension cap: a case study

Four questions every SMSF member with large balances should be asking in the run up to 30 June 2017. There's enough here to warn not to leave understanding the rules until the last minute.

Melanie Dunn
15 December 2016
23

Low SMSF returns highlight value of retirement advice

Long periods of low returns are likely to compromise retirement goals that were set some years ago. This places greater importance on retirement advice and not assuming average returns and lifespans.

Melanie Dunn
11 August 2016
6

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Latest Updates

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