Superannuation is one of the best tax-saving tools available to everyday Australians. The government wants people to save for their own retirement, so it offers real incentives to put money... read more →
When setting up a Self-Managed Super Fund (SMSF), choosing the right trustee structure is critical. You can opt for individual trustees or a corporate trustee, but the latter often offers... read more →
Insurance within superannuation is a valuable option that many Australians use to help protect their financial security. While there are clear benefits, it’s important to consider both the pros and... read more →
As a young professional, planning for retirement is a distant priority. However, starting early with your superannuation contributions can significantly impact your financial future. Prioritising superannuation now sets the foundation... read more →
Selecting the right superannuation fund is a crucial decision that can significantly impact your financial future in retirement. With numerous options available, it's essential to understand the key factors to... read more →
There’s been a lot of buzz around superannuation since the 2023-24 Federal Budget was announced. One such buzz involves the concept of ‘payday super’. Payday super has been introduced by... read more →
You must make a binding death benefit nomination to maintain control and certainty over who will inherit your superannuation assets after you pass away. Contrary to what you may think,... read more →
Superannuation may not be the first thing that springs to mind as a self-employed individual, but just like how looking after your tax and business expenses benefits you, superannuation is... read more →
Superannuation can be confusing at the best of times for the average Australian. However, for those experiencing the effects of mental impairment (such as dementia), or living with those affected... read more →
With superannuation being the key to a comfortable retirement, here are some of the strategies to consider that could help with streamlining your finances (while also taking into account some... read more →
This time of year many clients take the opportunity to have a proactive tax and compliance planning strategy before the end of the financial year in order to maximise tax... read more →
When it comes to how the super death benefit is paid out, there are specific tax implications involved which affect the amount a nominated beneficiary will receive. In a situation... read more →
It’s a common question asked by employees: “what should I do about my super?” If you are an employer or manager and feel confident of your knowledge of superannuation and... read more →
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left home, and the mortgage could be a thing of... read more →
If you are in your thirties, chances are life revolves around children and a mortgage. As much as we love our kids, the fact is they cost quite a lot.... read more →
It's important that you speak with your advisor before deciding whether or not to place your insurance inside superannuation and to check any changes to the rules. As a brief... read more →