If you’re a recent retiree and looking to increase superannuation savings, we’ve got some good news!
The Australian Government is proposing to make it easier to boost super with the work test exemption. For recent retirees, you can save more super by contributing for a year without having to show you’ve been ‘gainfully employed’.
The new Downsizer Contribution Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 plus have expanded. They now include the new Downsizer Contributions. Have you heard about it? Checked out the rules?...
Lost Super stats Did you know there is about 14.8 million Australians with a superannuation account? Around 40% hold more than one superannuation account? Some of that 40% makes up the $18 billion in ‘lost super’. Is some of that yours? Should you care about lost...
The end of financial year doesn’t have to be too taxing a time. These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you can make lodging your tax return a painless...
Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing financial constraints, lose a...
Planning is the key to be retirement ready... and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here's two top tips you'll need to consider. 1. Figure out how much you’ll...
For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.
New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get back to basics If you find it near-impossible to reach your financial goals, you may...
With the recent legalisation of same-sex marriage in Australia, it’s likely we’ll see a slew of marriages in 2018! But, be warned! Same-sex couples are urged to review estate planning documents, as marriage can invalidate a binding nomination… in some cases. While...
Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This is what...
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