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
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
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
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.
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
Remember a time when kids couldn’t wait to leave home so they could have their own “pad”? Those days are definitely over with one and half million adult children now
As a large majority of working and retired Australians already know, in late 2016 a raft of changes to the superannuation rules was legislated. Most come into effect from 1
With several major changes to Australia’s superannuation system due to take effect from 1 July 2017, here’s a summary of the main ones. These changes involve a lot of fine
As part of the 2016 Federal Budget, the government has proposed significant changes to super contribution rules. Although these changes haven’t yet become law, it’s worth understanding how the new
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
Australia has a progressive income tax system. This simply means that higher income earners pay a greater proportion of their income in tax than low-income earners. It is achieved by
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
The information contained within this site has been prepared by Priority1 Wealth Management Group Pty Ltd. Priority1 Wealth Management Group Pty Ltd is a Corporate Authorised Representative of Priority1 Wealth Management Group (Australia) Pty Ltd (AFSL 324472). It contains general advice only and has been prepared without taking into account the objectives, financial situation or needs of any individual. Priority1 has endeavoured to keep all information current and accurate, however you should speak with a Priority1 advisor before making any financial decisions. Do not act on the information within this site alone, as the decisions you make may not be appropriate to your personal goals and objectives, and you may not be aware of the risks you are taking.