Boosting Your Spouse’s Superannuation: A Smart Move for Retirement
Adding to your spouse’s superannuation account is a great way to grow your shared retirement savings. In some situations, it can also...
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Jul 5
Meeting the Retirement Condition of Release
The retirement condition of release allows members to gain unrestricted access to their superannuation and to convert transition to...
Jul 4
Should I wind up my SMSF?
There are a lot of reasons why trustees might choose to wind-up their SMSF from performance to a change in circumstances. We look at the...
Apr 1
6 Common mistakes professionals make when it comes to financial planning
Professional services are highly respected careers and generally well recognised for earning high incomes. What is less talked about is...
Mar 3
Leave Entitlements Upon Retirement
Retirement is a big milestone in the journey of life and comes with many decisions to be made. Planning ahead can ensure you make the...
Mar 3
Collaboration in your estate plan
When it comes to preparing your estate plan, most of you are aware to seek the advice of a legal specialist (those of you who think a...
Dec 8, 2023
Twelve financial gifts for Christmas
‘Tis the season to be giving so here are my financial gifts to see you thrive in 2024: Day 1 Set your financial goals for 2024 (don’t...
Dec 8, 2023
Vale Charlie Munger
In investment circles arguably two of the most prominent names are Warren Buffet and his Vice Chairman Charlie Munger, of Berkshire...
Oct 30, 2023
What is Debt Recycling
Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while...
Aug 3, 2023
The challenge of spending in retirement
It might come as a surprise to learn that many retirees are afraid of spending their money in retirement. Modelling how much a client...
Aug 3, 2023
Self Managed Super Fund Updates
For those of you who have a Self Managed Super fund, as trustees you should be aware of some recent changes effective from 1 July 2023....
Aug 3, 2023
The New Tax on Super Earnings
How will the proposed 30% tax on super earnings above $3m work? From 1 July 2025, a proposed new tax will apply to future earnings on...
Jul 28, 2023
Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
Feb 15, 2023
Understanding Super Contributions
Superannuation can be boring and complex but it is one of my all time favourite topics (yes I know, I need to get a life!!). And whilst...
Feb 15, 2023
4 considerations when switching your super
I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...
Aug 12, 2022
The revival of the recontribution strategy
The recent changes to superannuation rules effective from 1 July this year, have made the recontribution strategy more accessible for...
Aug 12, 2022
Division 293 tax
Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...
Jul 1, 2022
8 tips to financial success!
There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...
Mar 1, 2022
Using your home equity to invest
Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...
Nov 9, 2021
3 threats to your retirement
Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...
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