When you picture your retirement, are you anxiously tracking your expenses or are you engaging in all the activities that you wanted to, confident that your money won’t run out?… read more →
Along with the Age Pension and the money we save voluntarily, superannuation makes up a key pillar of Australia’s retirement income system. The regular contributions your employer makes to your… read more →
Life is full of twists and turns, and it is often when encountering a significant life event that timely financial advice can provide the greatest benefit to your financial well-being.… read more →
If you are thinking about selling your family home and downsizing or moving elsewhere, you may be able to use some of the proceeds from the sale to boost your… read more →
If your spouse’s income is less than $40,000 for the 2022/23 financial year, you could receive a tax offset on your personal income tax return of up to $540 by… read more →
The Government Co-Contribution is a superannuation contribution bonus which could provide a benefit of up to $500 for eligible individuals. This strategy is aimed at helping increase retirement savings for… read more →
All Australians aged under 67 (and those between 67 and 75 who meet an additional eligibility requirement) are eligible to make personal contributions to superannuation and claim a tax deduction… read more →
Many people are unaware that funds held inside superannuation do not automatically become estate assets, managed and distributed in accordance with their Will. Instead, superannuation benefits (including proceeds of any… read more →
In addition to the recently introduced (1 July 2019) Protecting Your Superannuation (PYS) legislation, parliament has passed further legislation that will have the effect of restricting and cancelling insurance policies… read more →
We are extremely concerned that some impending changes to superannuation and insurance, as legislated by the Federal Government, will have an unintended detrimental effect on many Australians (and their families).… read more →