A geophysicist who worked for decades for a large international firm, Richard Plumb had no superannuation in Australia. Now 65, Plumb and his wife Marisa, a couple of years older and a former teacher’s assistant, were concerned the private company pension offered by his international employer would be considered foreign income and attract tax in Australia. So, …read more

Quantity surveyor Ian Jackson, now 71 and “pretty well retired”, sought expert financial planning advice in 2007, when he was a director of a professional surveying/consulting firm and earning a share of company profits. Initially, Greg Barter, now director and principal financial adviser at Allied Wealth, suggested various strategies to maximise Jackson’s funds, including arranging super …read more