Financial & Retirement Planning

18 03, 2019

Do you know we’re Experts in SMSF?

By | 2019-03-18T10:47:30+10:00 March 18th, 2019|Financial & Retirement Planning, Superannuation incl. SMSF|0 Comments

Prime are delighted to announce our new and improved SMSF Solution. In 1 July 2018, the Australian Taxation Office (ATO) introduced a new Event Based Reporting Regime. Essentially there are certain events in SMSFs that now need to be reported on a quarterly basis. This now means the traditional method of collating your documents and [...]

7 03, 2019

What happens to franked income under Labor government

By | 2019-03-08T11:11:25+10:00 March 7th, 2019|Financial & Retirement Planning|0 Comments

In March last year – the Labor Party announced that on the 01 July 2019 if elected it would stop rebating excess franking credits to investors. There is a good chance Labor may get into power at the next election. However, there is no guarantee it will occur and they will then have to get [...]

17 11, 2017

Super Series – Part 3

By | 2017-11-17T15:43:12+10:00 November 17th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Non - Concessional Contributions – Part 1 As part of our super series articles, the focus this week is on non-concessional contributions. Non-concessional is the term associated with after-tax super contributions. After-tax contributions are super contributions for which an individual or employer hasn't claimed a tax deduction. There are many advantages in making superannuation non-concessional [...]

27 10, 2017

Super Series – Concessional Contributions – Part 2

By | 2017-11-10T10:09:15+10:00 October 27th, 2017|Financial & Retirement Planning, Life Events, Superannuation incl. SMSF, Useful Articles|0 Comments

Super Contributions are not just for the high-income earners This week, we continue exploring more details around Concessional Contributions and strategies which can benefit you. Making concessional contributions is often left for the higher income earner of the family as it can reduce their marginal tax rate significantly. This means that they end up with [...]

26 05, 2017

Superannuation – what you need to know

By | 2017-06-16T15:16:08+10:00 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 [...]