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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.
Super rules can affect couples differently to single people. And being part of a couple can have a big impact on your retirement savings goals too. Here are five things to understand about your super as a couple.
Read MoreIf you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.
Read MoreA highly experienced nurse, Mary has worked hard for decades and was looking forward to retiring. But she was forced to reassess her retirement goals when the pandemic upended her plans and placed a strain on her marriage.
Read MoreThe current rate of compulsory Superannuation Guarantee (SG) is due to increase to 10% in July 2021. It has been frozen at 9.5% since July 2014 and there have been many arguments for and against increasing SG contributions from the current rate of 9.5% to 12%.
Read MoreWhen a family experiences financial difficulty due to loss of income when an immediate family member becomes seriously injured or ill, itis an extra stress at an already difficult, busy and emotional time. This is why appropriate insurance cover is a key consideration in any financial plan.
Read MoreIn unprecedented times, market volatility and the news headlines that follow can often be a cause of concern for members – particularly when it comes to superannuation.
Read MoreWhether you are a saver or investor could make a major difference to your lifestyle in the long run.
Read MoreIf 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 MoreIn 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 MoreYour super returns may be doing ok, but could they be better?
Read MoreDid 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 MoreIt could be fair to say that many Australians aspire to at least a “comfortable” retirement.
Read MoreYou may be entitled to the following tax offsets (rebates) and deductions for the year ended 30 June 2019.
Read MoreIf you could add $61,000 to your super fund in 10 years, would you do it?
Read MoreSMSFs 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 MoreWith life expectancies in Australia continuing to rise, you need to make sure your retirement savings can last the distance.
Read MoreChanges in the superannuation contribution caps, which kicked-in last year, give an added reason to keep a close eye on your contributions.
Read MoreFor those interested in purchasing their first home, the First Home Super Saver (‘FHSS’) Scheme may be an option worth exploring.
Read MoreSpecialists Financial Advisers to high net worth families, company directors and city professionals
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