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 ...
Wealth & Superannuation
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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? ...
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 ...
Market valuations of SMSF superannuation assets required at 30 June 2017
Legislation has now passed introducing the Government’s superannuation reform measures starting 1st July 2017. One of those measures relates to ...
Key Changes to Superannuation for 2017
The Federal Government has now passed the superannuation changes originally announced in the May Federal Budget, claiming it will save ...