Aug 4, 2017 | Cash Flow, Financial Planning, Insurance, Superannuation
It’s not unusual that life can be smooth sailing one minute and throw you a curveball the next. You might be hit with an injury or illness, a reduction in income or redundancy, a separation from your partner, or even a death in the family—all of which can be...
May 26, 2017 | Financial Planning, Insurance, Superannuation
WEIGH UP THE BENEFITS Before consolidating you should address all benefits and features of your other super funds against your future consolidated superannuation fund. CHECK THE TAX IMPLICATIONS You must check to see if your tax and preservation components of your...
Mar 10, 2017 | Budgetting, Financial Planning, Retirement Planning, Superannuation
How much money you’ll need will depend on a variety of things. Have you got a plan in mind for when you retire? Is it to travel overseas, hit more balls on the golf course or spend time with family and friends? Whatever your...
Mar 10, 2017 | Financial Planning, Retirement Planning, Superannuation
New laws will limit the amount that goes into super. Are you prepared for the changes? Following last year’s Federal Budget, new superannuation rules will take effect on 1 July this year. After 1 July, the amount of after-tax contributions you’ll be allowed to make to...
Dec 15, 2016 | Budgetting, Cash Flow, Retirement Planning, Superannuation
When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in building up your super, you may find yourself trying to balance your present needs with those you’ll have in...
Dec 15, 2016 | Financial Planning, Newsletter, Retirement Planning, Self Managed Super Funds, Superannuation
How will they impact you? We cover some of the factors to be aware of given changes have just passed in parliament and are due to become superannuation law. Earlier this year, the Federal Budget announcement included a proposal to introduce changes to super bigger...
