Be different today so you can be different tomorrow
Every generation thinks life will be different – and of course, each one is right – but when it comes to planning for the future, while we’re young we have
March 2, 2018
Superannuation
New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 23, 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
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 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
Smart End of Financial Year Strategies 2016/17
With the end of the financial year approaching, it’s a great time to make smart decisions about your finances. Taking action before 30 June can open up more opportunities for you.
April 29, 2017
The Super Difference for Women
Recent decades have seen huge gains made in the financial empowerment of women. However complete financial equality won’t happen soon and in some cases may be unattainable. So what are
April 7, 2017