Retirees

12 12, 2016

How Will the Government’s Latest Superannuation Changes Affect Your Retirement?

By | December 12th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

How Will the Government’s Latest Superannuation Changes Affect Your Retirement? The Superannuation Reform Package, which came into force on November 29th 2016, contains a number of changes that may have a significant impact on your retirement. These new changes will take effect from 1st July 2017 and apply to both your concessional (pre-tax) and your [...]

6 12, 2016

Superannuation reforms 2016 – most significant super reforms in a decade and how to benefit from the opportunities it brings

By | December 6th, 2016|Retirees, Superannuation incl. SMSF|0 Comments

Superannuation reforms 2016 – most significant super reforms in a decade and how to benefit from the opportunities it brings After months of uncertainty, consultations and amendments, the superannuation reforms announced in the 2016 Budget finally received Royal Assent. These changes are being hailed as the most significant super reforms in a decade since the [...]

30 11, 2016

The role of estate planning in super

By | November 30th, 2016|Asset Protection incl. Legal Services, Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

The role of estate planning in super If you are one of the hundreds of thousands of Australians who have Self-Managed Super Funds (SMSFs), one of the critical areas to address is how your super will be handled when you’re no longer here. We have outlined below some points that you should consider in managing [...]

23 11, 2016

SMSFs: Corporate vs Individual Trustees

By | November 23rd, 2016|Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

SMSFs: Corporate vs Individual Trustees One of the main reasons that Self-Managed Superannuation Funds (SMSFs) are so popular is due to the level of control they offer. SMSFs enable members to have full control over investment decisions, fees, and most importantly, their retirement savings. However, with this control comes added responsibility. SMSFs operate in the [...]

16 11, 2016

Borrowing to invest within your SMSF

By | November 16th, 2016|Business Owners, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Borrowing to invest within your SMSF   Self Managed Superannuation Funds (SMSFs) open up a whole new world of investment opportunities for your retirement savings, including direct property. But what if you simply don't have enough money in super to buy an asset outright? Traditionally, you may have had to consider borrowing the balance yourself [...]