Should I pay off my mortgage or contribute to super?
One of the most popular questions we are asked by our clients is whether it’s best to pay off their mortgage first or salary sacrifice money into their super fund
March 16, 2018
Taxation Planning
5 simple techniques to reduce your tax
His words might have been recorded over 200 years ago, but Benjamin Franklin’s famous uttering “in this world nothing can be said to be certain, except death and taxes” remains
February 15, 2018
The art of downsizing
The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it
October 19, 2017
October 12, 2017
Salary sacrifice vs personal contributions to superannuation
Amongst the changes made to superannuation effective 1 July 2017 was the welcome and sensible move to give everyone who makes a personal contribution to super the option of claiming
August 11, 2017
6 steps to protect the future of the family business
To ensure continuity, a succession plan is absolutely essential for every family business. And this is regardless of whether the family runs a global empire, family farm or corner store.
July 21, 2017
The ‘what, why and how’ of contributing to super
With so many changes to super in recent times, comparing to the past can be confusing for your readers. Focusing on the present, this article starts afresh giving an overview of the current superannuation contribution options.
July 5, 2017
Salary Sacrificing is Not Just About Super
When most people think of salary sacrifice they think of superannuation. It’s pretty easy to see why. If someone earning $100,000 a year takes the last $10,000 of that amount
June 16, 2017
Responsibilities of an Executor
If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen
May 19, 2017
First Home Savers, Downsizers and Small Business are the Winners in Treasurer Scott Morrison’s Second Budget – While Taxpayers Face an Increase in the Medicare Levy
Note: These changes are proposals only and may or may not be made law. On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year.
May 10, 2017
Transition to Retirement Strategy – Down, But Not Out
Thanks to changes to superannuation, from 1 July 2017 Transition to Retirement (TTR) pensions will lose a little of their gloss. Instead of the earnings on the investments that support
May 9, 2017
The Ins and Outs of ‘in Specie’ Contributions
An ‘in specie’ contribution may sound like something your doctor would ask you for, but it’s actually a way in which non-cash contributions can be made to your self-managed superannuation
April 29, 2017