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Wealth & Superannuation

October 14, 2020

Timely Reminder of Superannuation Guarantee Obligations

Given the recent ATO Superannuation Guarantee Amnesty period ended on September 7, now is a timely reminder of your Superannuation ...

September 16, 2020

New financial year, new superannuation rules

Superannuation is something that the government loves to tinker with. A new financial year brings new superannuation rules. Following are ...

June 12, 2020

Planning for 2020 year-end

1. Superannuation contributions Below is a list of super contribution options available before 30 June 2020. We encourage you to ...

February 19, 2020

5 Ways to turn down the noise around investing

Shane Oliver’s recent article “5 ways to turn down the noise around investing” shares insight into the many global and ...

January 29, 2020

Investment strategy requirements that SMSF trustees should be aware of

The Australian Taxation Office is currently contacting self-managed superannuation fund (SMSF) trustees to ensure their investment strategies address the requirements ...

Self Managed Super Funds
June 19, 2019

Let’s talk about Self-Managed Superannuation Funds!

Self-Managed Superannuation Funds (SMSF) can be defined as funds which consist of four or fewer members and are regulated by ...

June 6, 2019

7 common SMSF errors & how to avoid them

Trustees are responsible for ensuring the fund is maintained for the sole purpose of providing benefits to the members upon ...

Handing over keys
May 23, 2019

Getting the most value on your exit

Succession planning is an increasingly important topic for business owners today. A significant portion of current business owners have intentions ...

April 3, 2019

Federal Budget 2019: Changes for individuals & superannuation

With an Australian election due by 18th May latest, this year’s Federal Budget is an obvious election campaign platform. The ...

Plants growing from super contributions
February 5, 2019

New opportunities & guidelines for personal super contributions

Over the past year, the rules about claiming contributions to a superannuation fund have changed. Previously, if an employer made a ...

Couple with Financial Advisor
January 10, 2019

Plan ahead for retirement by getting your super sorted now

Still have time on your side until retirement? Here’s how to make sure that time is well utilised so your ...

Business man looking at the step of business
November 29, 2018

Succession planning – a process beyond the balance sheet

Succession planning – for any business of any size – takes time and careful thought. As an owner, you need to ...

Saving for your retirement
October 30, 2018

Is an SMSF appropriate for you?

The banking royal commission has been in the news recently for all the wrong reasons. The findings have many people ...

Retirement Planning - Accru
October 16, 2018

Don’t forget your future when working on your business

Retirement for many people will always feel like it’s a long way off – until suddenly it’s not! Right now ...

hand money grow plant super retirement
May 9, 2018

Federal Budget 2018: Changes for individuals, superannuation & pensions

To no-one’s surprise, this year’s Federal Budget looks very election-friendly. Tax cuts for the immediate future are targeted at low ...

Man thinking business wear financial stress
November 16, 2017

Dealing with financial stress

Australians are experiencing the lowest level of wages growth in at least two decades (just 1.9% last financial year) and ...

Credit card debt managing finances
May 22, 2017

How should you pick your bank?

Choosing your everyday bank can be a decision that is instantly accepted and moved on from, but should it be? ...

nest with blue eggs superannuation
March 31, 2017

Top five changes to superannuation

The 2016 Federal Budget changes are now law. Six important changes take affect from 1 July 2017. Will they affect ...

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Succession Planning – What is it, and when should I start?
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