Proposed new superannuation tax: What you need to know
The Australian Government has announced a significant change to superannuation taxation, set to commence on 1 July 2025.
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Superannuation
EOFY Super Guide: What to do now, based on your age
As June 30 approaches, it’s a great time to review your superannuation contributions. Making the most of your before- after-tax contributions can boost your retirement savings.
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Case Study: Sale of investment property and superannuation
This case study shares a client strategy we conceived to reduce their assessable capital gain by $1 million, while reducing future tax burden on their children.
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End of financial year Super strategies for individuals
The start of May is a good time for individuals to consider opportunities to claim tax deductions on additional superannuation contributions.
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GST changes on adviser service fees
If you pay your advice fees directly from a super or investment platform, GST will be collected differently from 1 July.
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2023 Federal Budget – What it means for you
The 2023 Federal Budget was handed down on Tuesday 9 May 2023. Here’s a quick overview of what the proposed measures and packages will mean for you.
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GESB West State – a very SUPER account
GESB West State is an untaxed super scheme that was available to WA public sector employees prior to April 2007. It runs on a different set of rules compared to your average superannuation account.
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Case study: Should business owners contribute to Super?
Alice and Max’s business was thriving. But then the unthinkable happened – Max passed away suddenly leaving Alice with a business to run.
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5 things every small business owner should know about super
While there are situations where paying super can be a low priority for small business owners, here are five reasons why you should give it close consideration
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Case study: Making the most of excess income
Frank is like many of the high-income medical professionals we work with. He loves his work so he works a lot and spends far less than he could. This sees a large portion of his disposable income going unspent.
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Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
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Case study: You don’t know what you don’t know
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
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Case study: GESB (West State) Super retirement planning
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
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2018 Federal Budget Brief
Here’s a roundup of some of the key proposals put forward in last night’s Federal Budget. We take a look at how they might affect your financial goals.
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Federal Budget 2017
First home savers, downsizers and small businesses are the winners in Scott Morrison’s second Budget – while taxpayers face an increased Medicare levy
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