Morningstar Investor users sign in here.

Melanie Dunn

Melanie Dunn

is a Fellow of the Institute of Actuaries of Australia and SMSF Technical Services Manager with Accurium.

How much super do you need in retirement?
Retirement
How much super do you need in retirement?
Around 25 per cent of self-managed super fund trustees are at risk of running out of money or having to accept a less-than-adequate lifestyle in...
Weighing up SMSF pension withdrawals
Retirement
Weighing up SMSF pension withdrawals
Having previously discussed how SMSF trustees can position their pension to meet minimum withdrawal requirements, we now turn to those who want...
Setting your SMSF pension payments for fiscal 2020
Retirement
Setting your SMSF pension payments for fiscal 2020
With a new financial year upon us, SMSF trustees in pension phase have some decisions to make about how much they draw down and from which accounts,...
Selling SMSF assets in the most tax-efficient way
Retirement
Selling SMSF assets in the most tax-efficient way
You should pay careful attention to the timing of any SMSF asset sales, because regulatory changes can affect capital gains tax treatment, according...
Does your accountant know all your super assets?
Retirement
Does your accountant know all your super assets?
New rules on claiming exempt current pension income may mean big changes to the operations of self-managed super fund administrators.