Which are you – a saver or investor?
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Whether you are a saver or investor could make a major difference to your lifestyle in the long run.
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News From Wynyard Park Private Wealth
General Advice Disclaimer
This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
Transitioning to retirement
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If you are over 55 (and have reached your preservation age) the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working.
Read MoreMarket volatility and how it is affecting your super
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In recent weeks, investment markets around the world have continued to experience significant volatility as investors try to assess the impact of the coronavirus (COVID-19) outbreak – an event that no-one anticipated for 2020. If your super is invested in the Australian and/or international share markets, it’s likely you would have been affected by this.
Read MoreInvestment strategies for your super
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Your super returns may be doing ok, but could they be better?
Read MoreProtecting your super – further changes to insurance in super now law
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Did you know that superannuation fund members under the age of 25 and members with balances below $6,000 risk losing their insurance cover unless they actively opt in to retain their cover?
Read MoreWill you be comfortable with comfortable
/It could be fair to say that many Australians aspire to at least a “comfortable” retirement.
Read MoreTax tips and tax return hints
/You may be entitled to the following tax offsets (rebates) and deductions for the year ended 30 June 2019.
Read MoreFour tips for boosting your super balance
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If you could add $61,000 to your super fund in 10 years, would you do it?
Read MoreHow an ETF can help your SMSF portfolio
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SMSFs and exchange traded funds (ETFs) can potentially be a great match. They make it easy to invest across a broad range of shares and different asset classes, strengthening your investment mix and reducing risk.
Read MoreLiving longer, living smarter
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With life expectancies in Australia continuing to rise, you need to make sure your retirement savings can last the distance.
Read MoreHow to help ensure your superannuation contributions don’t exceed the caps
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Changes in the superannuation contribution caps, which kicked-in last year, give an added reason to keep a close eye on your contributions.
Read MoreHow will the First Home Super Saver Scheme work for SMSFs?
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For those interested in purchasing their first home, the First Home Super Saver (‘FHSS’) Scheme may be an option worth exploring.
Read MoreWhen can I retire?
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There seems to be some confusion among Australians as to the current retirement age, with some commentary linking this to the Age Pension age, others to the age at which you can access your superannuation.
Read MoreThe new super rules contain some good news
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The 2017 superannuation changes provide new opportunities for you to finance the cost of your life insurance needs.
Read MoreEnd of financial year strategies
/June 30 is fast approaching but there’s still time to consider the strategies available to you to build your wealth.
Read MoreAre you prepared for the new superannuation changes?
/In November 2016, the Federal Government passed into law superannuation reforms that were first announced in the May 2016 Federal Budget. Importantly, these changes include reductions in the amount that can be contributed to superannuation
Read MoreSMSF borrowing gets the amber light
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If you are an avid follower of all things political, in November 2015 you would have heard that the Government provided its response to recommendations raised in the Financial System Inquiry. Of particular note for SMSF trustees was the Government’s decision not to proceed with the recommendation to remove the ability of super funds to borrow.
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