In the 2016 Federal Budget, the Government introduced the transfer balance cap as part of a broader superannuation reform package. The transfer ... Read More
5 tips for managing your SMSF
Setting up your SMSF is just the beginning. Make sure you’re aware of your obligations as an SMSF trustee and get the most out of your fund with this ... Read More
The importance of rebalancing
Investing is more than choosing different assets. It also involves managing your portfolio on an ongoing basis to achieve personal goals. Your ... Read More
How to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your ... Read More
How to get more from your 2023 tax return with super contributions
How to get more from your 2023 tax return with super contributions We all want to make the most of our tax return each year. Did you know, other ... Read More
EOFY 2022-23: Tax return checklist and tax tips
To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to ... Read More
Smart super strategies for this EOFY 2022/23
With June 30 fast approaching, it’s time to start thinking about your super for another year. We’ve put together five smart strategies that may ... Read More
Avoid the superannuation death tax
While there has not officially been any death duties in Australia for decades, they definitely still exist, albeit under another name – superannuation ... Read More
What’s super and how does it work?
A helpful guide to understanding the basics of super. Superannuation, commonly known as ‘super’, is money set aside while you’re working so you’ll ... Read More
Downsizing your home? Understanding the downsizer contribution
Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider ... Read More
