-
Claiming a Tax Deduction on Personal Superannuation Contributions
- PUBLISHED: 13 July 2018
- - Article
- - Transition to Retirement
During the 2016-17 budget reform announcement, the Federal Government announced changes to personal superannuation contributions. This new change means individuals would no longer have to earn less than 10% of their income from salary and wages (or not have been employed during the financial year) to be eligible to claim a tax deduction. Read All
-
Finding Lost Super
- PUBLISHED: 12 July 2018
- - Article
- - Self Managed Superannuation
Chances are if you’ve had more than one job in your lifetime it’s quite likely that you may have more than one super fund and the chances of you forgetting about that fund and letting it rollover to the Australian Taxation Office (ATO) is quite high. Read All
-
Insurance – Inside or Outside Super?
- PUBLISHED: 09 July 2018
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
When looking at obtaining insurance there are always a number of questions that come up such as, what type of cover do I want? How much cover do I want? Do I want my cover to be held inside or outside of super? These are all important questions to ask when considering insurance cover. Read All
-
The 2018-19 Budgets 3 Step Plan: “Lower, fairer and simpler taxes”
- PUBLISHED: 06 July 2018
- - Article
- - Investment & Financial Advice
If you’ve been keeping up with the news lately you may have noticed the chatter around the new 2018-19 budget. The Australian government is currently in the midst of building a personal tax system that is aimed at helping residents of this country get ahead in life all the while being fiscally responsible. Read All
-
Property Investments and Your SMSF
- PUBLISHED: 03 July 2018
- - Article
- - Self Managed Superannuation
As a trustee of an SMSF you are given the opportunity to invest in property, which is one of the biggest advantages an SMSF has over a traditional superannuation fund. Directly held investments make up approximately 19% of all SMSF assets indicating that trustee’s consider property investment an important part of their portfolio. Read All
-
Government Co-Contributions
- PUBLISHED: 14 June 2018
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement
The super co-contribution scheme was introduced by the Australian government as a way to help eligible individuals boost their retirement savings. Read All
-
SMSF Auditors: Here’s what to Know
- PUBLISHED: 07 June 2018
- - Article
- - Self Managed Superannuation
If you are a trustee or a director of a Self- Managed Super Fund (SMSF) then you will know how important the role of an SMSF auditor has in helping maintain the wellbeing and integrity of your SMSF through the annual audit of your SMSF. Read All
-
Growing Your Superannuation
- PUBLISHED: 01 June 2018
- - Article
- - Self Managed Superannuation, Transition to Retirement
We all know that our superannuation plays a major role in our retirement and often we tend to put it on the back burner. Since our superannuation isn’t really tangible, at least this is the case with many until they actually reach retirement age, we can easily forget just how important growing our Superannuation is to us. Read All
-
The difference between an Accountant and a Financial Planner?
- PUBLISHED: 23 May 2018
- - Article
- - What is Financial Planning?, Investment & Financial Advice
A financial planner and an accountant hold very different certifications and accreditations for services they provide their clients. Read All
-
2018 Feeral Budget Proposals
- PUBLISHED: 22 May 2018
- - Article
- - Transition to Retirement
The 2018 federal budget has finally come and gone. There are a few key changes to take note of. Here are a list of the 2018 federal budget proposals and the potential impact if may have on you. Read All