Help and guidance

Moving into a new home is exciting but there’s also plenty to do in the process. To help you out, we’ve put together a quick list of some of the things you’ll need to consider.

Chances are you have a self managed super fund (SMSF) because you like the extra investment, tax and estate planning flexibility it can provide.

Did you know that if you take out personal insurance through a super fund you could receive tax concessions?

Reforms announced in the recent federal budget to Australia’s superannuation system will be considered by Parliament after the Federal election; and if legislation is announced, the proposals will impact a number of super fund members before and after their retirement.

Personal insurance is an essential part of every financial plan, but it’s important to purchase it in a tax-effective way.

The opportunity’s limited to make larger ‘concessional’ contributions into your superannuation, from your pre-tax money, just prior to retiring.

Using transition to retirement (TTR) strategies is a great way to boost your super balance.

Did you know that you can save money by buying your insurance through your super? This’s thanks to superannuation offering both tax and cash flow benefits.