With a growing trend towards individuals managing their own superannuation through Self-Managed Super Funds (SMSFs), the estate planning aspect of SMSFs is becoming an increasingly important issue. For example, what... read more →
There will be no changes to the super contributions caps for the 2015/16 year. Limits will remain the same as last year: Concessional (before tax) contribution cap (age as at 30... read more →
June 30 is fast approaching but there’s still time to consider strategies to help you build your wealth and reduce the amount of tax you pay. Pay interest in advance... read more →
Some people may think that a financial advisor’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not... read more →
Retirement is a life-changing event. After you stop working, you can find yourself with time to do the things you may not have been able to do before, like travelling,... read more →
With the end of financial year fast approaching, starting to prepare now will save time and headaches when the June 30 deadline arrives and will allow you time to develop... read more →
A lot of people leave their end of financial year preparation too late. If you feel that your finances could do with a shake-up before June 30, there are many... read more →
According to the latest Westpac ASFA Retirement Standard the annual budget needed by Australians to fund either a comfortable or modest standards of living in the post-work years has... read more →