Retirees

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24 Jun

Capital Longevity in Retirement

By | 2019-06-24T12:17:34+11:00 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 [...]

8 Jun

Non-Concessional Contributions : EOFY18

By | 2018-06-08T15:13:49+11:00 June 8th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Just like concessional contributions, there is a limit on how much after-tax super contributions you can make each year. This is the non-concessional contribution cap. If you are under 65, you may be able to make non-concessional contributions of up to three times the annual non-concessional contributions cap in a single year. If eligible, when [...]

18 May

Personal Concessional Contributions : EOFY18

By | 2018-05-18T16:23:02+11:00 May 18th, 2018|Active Management Performance, Retirees, Superannuation incl. SMSF, Uncategorized|0 Comments

Since 1 July 2017, a new opportunity to make a superannuation contribution was introduced for many Australians. From this date, anyone eligible to make personal super contributions can claim that contribution as a personal tax deduction, regardless of their work status. This change is a result of the removal of the ‘10% test’ which generally [...]

26 May

Superannuation – what you need to know

By | 2017-06-16T15:16:08+11:00 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 [...]

11 May

Budget 2018 Australian Federal Budget Summary

By | 2017-06-16T15:16:09+11:00 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 [...]