Superannuation incl. SMSF

31 Jul

Top Ten Benefits of an SMSF

By | 2019-07-31T17:24:24+11:00 July 31st, 2019|Superannuation incl. SMSF|0 Comments

Self Managed Super Funds (SMSFs) are a growing, popular and significant sector in Australia’s superannuation industry – and here’s why! You can be more engaged with your super Many of Australia’s superannuants have little understanding what their superannuation balance is or even how their superannuation is performing. For many, superannuation continues to be a great [...]

25 Jul

Case Study: Meet Jill & Ben, aged 52 & 54

By | 2019-07-26T13:24:36+11:00 July 25th, 2019|Superannuation incl. SMSF|0 Comments

Like many other baby boomers, Jill and Ben are the beneficiaries of their parent’s estate. Jill (aged 52) and Ben (aged 54) have recently inherited a total amount of $2 million. After paying off the balance of their mortgage, Jill and Ben have $1.5 million to invest. Their Accountant indicates a Self Managed Super Fund [...]

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 [...]

18 Mar

Do you know we’re Experts in SMSF?

By | 2019-03-18T10:47:30+11:00 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 [...]

1 Mar

Year End Super Contributions

By | 2019-03-01T14:13:59+11:00 March 1st, 2019|Superannuation incl. SMSF|0 Comments

30th June 2019 is approaching us and it is now time to start thinking about making the most of financial year-end Super contributions. Superannuation is your money and a long-term investment; the money you put aside now can make a significant difference to your retirement. Understanding the rules around making Super contributions can help you [...]