NEWS

Why are more Australians choosing SMSFs?

An SMSF is a private superannuation fund that’s regulated by the Australian Taxation Office. You manage it yourself and can have up to four members who are also responsible for the fund, including ensuring it’s compliant. Have you been considering an SMSF but are yet to take the leap? Maybe this article will provide some good thinking points.

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The Budget may make it easier to downsize

If you have been contemplating selling the family home but are confused about whether it will have a positive or negative impact on your finances, we can talk you through some proposed changes and how they may be relevant to your individual circumstances.

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Market Wrap – May 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest!

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Federal Budget Update 2017-18

The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process.

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Why downsizing isn’t right for all

One of the many things that doesn’t make sense about Australia’s property market is retirees rattling around in large houses in child-friendly suburbs while young families are squeezing into tiny, urban high-rise flats.
There’s a perception many older Australians opt for a sea or tree change, or shift to a funky inner-city apartment, once work and child-rearing are no longer concerns.

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The latest super reforms: how will they affect you?

Upcoming legislative reforms to superannuation are complex and may affect people in different ways. Here’s a description of some of the changes and potential strategies to boost your superannuation.   The Australian Government will make a number of changes to our...

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Market Wrap – April 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest!

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A new way to approach your super strategy

For many years, salary sacrifice has been the most tax-effective way to build superannuation. However, from 1 July 2017, you will be able to add personal deductible contributions to your super strategy.

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