Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru, improving your golf handicap or spending time with the grandkids, Read more…
Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age. Throughout your super journey you will experience the ups and downs of bull and bear Read more…
As we approach the end of the 2019 financial year we would like to highlight that in the past year we have seen some of the most significant changes to superannuation in more than a decade. Self-managed super funds (SMSF) Read more…
With the end of 2019 financial year approaching, we would like to draw your attention to some things worth considering in relation to you, or your family’s needs, involving access to Government benefits and/or accessing aged care services. As always, Read more…
With the end of the 2019 approaching, we would like to draw your attention to some things worth considering as part of your year-end tax planning. As always, we are here to assist you. If you have questions about any Read more…
A significant number of Australians remain either uninsured, or under insured. This can have dire consequences for families in the unfortunate event of a family member dying, having a serious injury or illness, or some other unforeseen event occurring. While Read more…
As we approach the end of the 2019 financial year, we would like to highlight some superannuation related issues worth considering. We are here to assist you and if you have questions, or you would like to explore opportunities in Read more…
The process of claiming an Age Pension can be complicated and daunting. There is a very lengthy claim form, asking a series of questions which needs to be completed and then depending on your circumstances, you may need to complete Read more…
What do Bill Gates, Warren Buffet, Sting and Nigella Lawson have in common apart from wealth? This mismatched bunch is part of a vanguard of rich parents who have vowed not to leave multi-million-dollar legacies to their children. While some Read more…
One of the attractions of superannuation is the fact that super funds are very favourably taxed. If we invest money in our personal name, any investment earnings are taxable in our hands. Our personal tax rate will dictate the actual Read more…