We are seeing continued movement in interest rates after a lengthy period of historical lows, making this a good time to think about how your money is working for you.
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New rules that came into force on July 1 will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the tax-efficient superannuation system.
Heightened global market volatility – as we’re experiencing right now – can easily trigger kneejerk reactions by panicked investors.
Most people are a bit hazy on the difference between a tax offset and a tax deduction. The key difference is the point at which they are applied to your income when calculating the final amount of tax payable.
Talking to your employer about setting up an arrangement to “sacrifice” some of your pre-tax salary could potentially lower your tax bill – and boost your retirement nest egg.
To ensure you have enough funds to live well when you retire, you need to learn what you need to do now to make sure you can have the lifestyle you’ve worked so hard to have—for the rest of your life.
A balancing act Billed as a Budget for families with a focus on relieving short-term cost of living pressures, Treasurer Josh Frydenberg’s fourth Budget also has one eye firmly on the federal election in May.
In this video, our Head of Advice, Andrew Sherlock, shares his views on the impact of inflation and the war in Ukraine over the short and long term.
It’s a chance to refresh and reflect on the year that was and hopefully set some goals for the year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted depending on our experience of the pandemic.
Legislation has come into effect allowing a maximum of six members in an SMSF. What does this mean for your SMSF, and will this make it easier when it comes time to pass your super on to the next generation?
