Financial & Retirement Planning

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24 06, 2019

Capital Longevity in Retirement

By | 2019-06-24T12:17:34+10:00 June 24th, 2019|Financial & Retirement Planning, Retirees, Superannuation incl. SMSF|0 Comments

Written by Michelle Bromley CFP® - Director, Private Client Adviser “What we want to know is, do we have enough to retire on? How long is our super going to last?” This is possibly the most common question asked in retirement planning. The difficulty is that there isn’t a firm answer, as much depends on [...]

3 06, 2019

Financial Year End Planning

By | 2019-06-03T16:29:50+10:00 June 3rd, 2019|Financial & Retirement Planning|0 Comments

As the end of financial year 2019 is upon us, make sure you have maximised your super contributions, met your pension payment minimums and optimised your tax positions before 30 June. Below are some common strategies that you may wish to discuss with your adviser. Top Up Your Super Contributions Bring Forward Super Contributions Make [...]

15 04, 2019

Interested in taking control of your retirement savings?

By | 2019-06-12T11:38:07+10:00 April 15th, 2019|Financial & Retirement Planning|0 Comments

For many Australians, superannuation forms their second largest asset after the family home – yet so many people have no idea what their superannuation balance is even worth – let alone how their super fund is performing. With less than impressive performance by many superannuation alternatives, more and more Australians are actively trying to gain [...]

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 [...]