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LifeTime Financial Group model portfolio performance
- PUBLISHED: 08 August 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
We are pleased to announce the numbers are finally in for LifeTime Financial Group’s model portfolio performance for the last 12 months through to 10 years. As we manage both Superannuation and Directly Held Investment Portfolios for our clients, these performance figures are gross of tax. Read All
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Divorce and Superannuation. The ins and outs…
- PUBLISHED: 19 June 2017
- - Article
- - Self Managed Superannuation, Transition to Retirement
The most common questions asked when it comes to divorce and Superannuation are; My Ex has agreed to pay me a share of his Superannuation as part of our financial settlement. Does it have to be paid into Superannuation or can I take it in another form. I am not clear on how Superannuation is treated when a divorce occurs. Read All
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Concessional Contribution Cap reduced to $25,000
- PUBLISHED: 09 June 2017
- - Case Study
- - Self Managed Superannuation, Transition to Retirement
The concessional contribution cap is about to reduce from $30,000/$35,000 (for those under age 50/for those aged 50 and over) to $25,000 for all, irrespective of age. Read All
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Continued tax-free Pension Income post turning 60 whilst still employed
- PUBLISHED: 31 May 2017
- - Case Study
- - Transition to Retirement
A client (Sue) recently posed the question “Can I receive a tax-free pension income after turning 60 whilst continuing to work, given the recent changes to pension income streams for those over the age of 60 who are still working?” Read All
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Who owns that Licence?
- PUBLISHED: 30 May 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
Having established you will benefit from Financial Planning advice, you generally have three choices when it comes to sourcing advice and guidance from a professional, qualified Financial Planner. Read All
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Eligibility for Spouse Contributions on Superannuation
- PUBLISHED: 29 May 2017
- - Article
- - Self Managed Superannuation, Transition to Retirement
If you are planning on enjoying retirement on your own terms, it can be beneficial to make additional payments into superannuation. According to figures from 2016, the average Australian couple needs at least $59,000 annually to live a comfortable retirement where living expenses and medical costs will be covered. Read All
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Eligibility for Spouse Contributions on Superannuation
- PUBLISHED: 11 May 2017
- - Article
- - Self Managed Superannuation
If you are planning on enjoying retirement on your own terms, it can be beneficial to make additional payments into superannuation. According to figures from 2016, the average Australian couple needs at least $59,000 annually to live a comfortable retirement where living expenses and medical costs will be covered. Read All
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A comparison chart of the changes to the Superannuation contribution limits in the 2016/17 financial year.
- PUBLISHED: 03 February 2017
- - Article
- - Self Managed Superannuation
The federal government limits the amount an individual can contribute to their Superannuation. Taxation changes are also occurring. Read All
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LifeTime Financial Group wins two prestigious awards for 2016 – Adviser of the Year (Hugo Sampson) & Practice of the Year
- PUBLISHED: 18 October 2016
- - Article
- - Investment & Financial Advice
LifeTime Financial Group is pleased to announce Hugo Sampson as the winner of the Advice Evolution Adviser of the Year award as well as receiving Practice of the Year. Read All
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Anthony Stedman Wins Practice Principal of the Year award for 2016
- PUBLISHED: 03 October 2016
- - Article
- - Investment & Financial Advice
We are pleased to announce Anthony Stedman as the winner of the IFA (Independent Financial Advisor) Practice Principal of the Year award for 2016. Read All