Retirees

26 05, 2017

Superannuation – what you need to know

By | May 26th, 2017|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF, Thought Leadership|0 Comments

Sam Morris has had a diverse career but loves her role heading up compliance and training at Prime Financial. Barney Zwartz reports- Originally Published in GROW Magazine Vol. 1 Sam Morris bounces into the interview with a huge smile. “I bet you were expecting a white male when you read my name,” she says. I [...]

11 05, 2017

Budget 2018 Australian Federal Budget Summary

By | May 11th, 2017|Business Owners, Economy, Prime Financial Group, Retirees, Superannuation incl. SMSF|0 Comments

  It’s that time of year again it seems. Unlike past examples where we have gone into specific detail on measures included in the 2018 Federal Budget, this note has been written from a bigger picture perspective today. The 2018 Budget itself is a reasonably simple one in many respects, so there isn’t a massive [...]

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 [...]