Superannuation Financial Goals for the New Financial Year Written by: Helen Yau l Advisory Team Several key superannuation changes which may impact your ability to contribute to your self-managed super fund, are set to take effect from 1 July 2022. These changes create opportunities for all self-managed super fund members, young and old, to grow …
New Financial Year, New Superannuation Contribution Changes Read More »
What Happens To The Family Home When Moving Into Aged Care? Written by: Samantha Butcher l Advisory Team A question we are asked every day by our clients, who are looking to enter aged care, is “what happens to our family home?” It is a key consideration for many of our clients when they …
Assessment of the Former Home When Entering Into Aged Care Read More »
Entering Into Aged Care Written by: Samantha Butcher l Advisory Team Did you know that Centrelink and the Department of Veteran’s Affairs (DVA) use an aged care means test assessment to determine an aged care resident’s means tested fee as well as whether their accommodation costs are subsidised by the government? Things that are …
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Insight From Your SMSF Advisor Written by: Samantha Butcher l Advisory Team Did you know that according to the Australian Financial Security Authority report that between 2020-21 there were 10,621 new personal insolvencies reported as well as 6,792 bankruptcies? It’s not all bad, there were falls in all states and territories as total personal …
What Happens To A Self-Managed Super Fund In A Divorce? Written by: Steve Reynolds l Advisory Team According to the Australian Bureau of Statistics, in 2020 78,989 marriages were registered in Australia, representing a 31% decline compared to 2019 which indicates that the COVID-19 pandemic has had a substantial impact on couples making it down …
Self-Managed Super Funds – SMSF Advisor Written by: Helen Yau l Accounting + Advisory Team Did you know that with a self-managed super fund, you can purchase commercial or residential property inside the super fund and this can provide many tax benefits? Did you know a self-managed super fund can borrow money from a financial institution …
Need Some Help With Retirement Planning? Written by: Samantha Butcher l Advisory Team Australians are living longer than ever – and that’s a good thing! According to REST Industry Super Chief Executive Officer, Damian Hill. Less than 100 years ago, a retiree wasn’t expected to draw a pension, but today we will need money …
Start Retirement Planning Now So That You Can Be Rewarded Later Read More »
Insights From Your SMSF Advisor Written by: Samantha Butcher l Advisory Team Superannuation is a very tax-effective way to invest in Australia. Considering it is a form of forced saving for retirement, we should be taking a keen interest in what we do with our superannuation. Individuals have the ability to choose how to invest …
Retirement Financial Planning Written by: Steve Reynolds l Advisory Team Retirement Planning is one of the most rewarding areas of advice for me that I like to work with, both with new clients and those that are long term clients. For longer-term clients, it is great to have them on the journey working up to …
SMSF + Investing In Cryptocurrency Written by: Gabriella Gibney l Advisory Team (SMSF) Presently Self-Managed Super Funds (SMSFs) are not prohibited from investing in Cryptocurrency. In fact, cryptocurrency appears to be a fast-growing alternative for SMSFs that are looking to diversify their fund’s investment portfolio. This space is definitely one to keep an eye on. …
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