Thursday, June 08, 2017

Super Changes Checklist

Legislative changes to super are only weeks away – from 1 July 2017 the amount you can contribute to super will be capped and there will be a tax hike on contributions for high income earners.

The result?
Less money in the low-tax super system to support your lifestyle in retirement.  More...

Monday, February 27, 2017

Tick tock the super clock


Friday, December 04, 2015

Is It Time To Review Your SMSF Succession Plan?

Prepared by: Geoff Tierney, ESV Group.
While SMSFs often comprise a significant portion of an individual’s overall assets, many people do not have sufficient succession plans in place when it comes to their SMSF. Earlier this year, the ATO expressed concern at the amount of SMSF trustees who had overlooked situations such as incapacity, particularly due to the increasing prevalence of dementia and other age-related conditions.   More...

Friday, November 27, 2015

Accessing Your Super Benefits Before Retirement

Prepared by: Donnasia Khoe, ESV Group.
Nowadays more and more people are choosing to remain in the workforce despite reaching their respective retirement (preservation) age. However, depending on their circumstances, they may not necessarily wish to continue with full time employment.   More...

Friday, November 20, 2015

Getting Set For The Year Ahead

Prepared by: James Furnell, Qubic Wealth Solutions.
Setting aside time to regularly review your finances is one of the easiest ways to keep your plans on track and work towards achieving your financial goals. But time is often our enemy.   More...

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