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Super withdrawal

Should I take my super as a lump sum or not?

| Financial advice, Superannuation | No Comments

You’ve spent your working life accumulating super. So when the time comes, are you better off taking a lump sum, regular income or both? Let’s weigh up the alternatives so…


Are you eligible for school subsidies?

| Financial advice | No Comments

With 2020 now well and truly in motion, many parents and carers are probably looking at how they’ll cover school fees for the year ahead, not to mention other costs,…


Investing on behalf of your children

| Financial advice, Investments | No Comments

Investing on behalf of your children can help give them a financial leg up and introduce them to good financial practice at an early age. Here are some considerations to…


Is $1 million enough to retire on?

| Financial advice, Preparing For Retirement, Retirement | No Comments

Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to leave work confidently and then live comfortably? Lately, we’ve been…


How to review your SMSF investment strategy

| Investments, Self-Managed Superannuation Funds | No Comments

Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements include (but not limited to) the composition of…


Will I pay Capital gains Tax on my Inheritance?

| Financial advice | No Comments

In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types of assets inherited by a beneficiary that could be subject…


Withdrawing Super – what to consider

| Financial advice, Superannuation | No Comments

The federal government has been releasing details of financial support available to Australians who have lost income due the economic impact of the COVID-19 pandemic. A huge number of us…

Sound financial advice

The value of sound financial advice in these challenging times

| Financial advice | No Comments

In addition to the terrible health consequences, the coronavirus is having a massive impact on global economies and the way we live, work, and interact with each other. Loss of…


Making sense of Medicare and your tax obligations

| Financial advice | No Comments

To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare levy as part of your income tax. While the low-income…


How to overcome a financial setback

| Financial advice, Retirement | No Comments

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” For some people, keeping up with day-to-day living expenses…

Federal stimulus

Federal Government stimulus package

| Financial advice | No Comments

The Federal Government stimulus package – What does it mean for individuals, retirees and the Australian economy? Here we explain some of the benefits you may be eligible for. With…

Salary sacrifice to boost super

Super guarantee and salary sacrificing: The changes that may benefit you

| Financial advice, Superannuation | No Comments

Salary sacrificing – making before-tax (concessional) contributions from your salary into your super – may be an effective way to help grow your super and set yourself up for a…

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