Our Financial Wellness Series is for anyone starting out on their financial journey and wants to build their knowledge. Register now for Part 1 – Maximising Your Super.
EOFY Action Checklist – Superannuation Trustees
Are you a super trustee? With the end of financial year in sight, it is a great time for trustees to start planning and attending to matters requiring attention prior to 30 June.
Maximising the Benefits of Combined Superannuation
This month, Emma Partenza answers a great question about maximising the benefits of combined superannuation.
Webinar Now Available: EOFY Superannuation Strategies for Clients
End of year of fast approaching – make sure you give yourself time to prepare.
Join us for this free webinar and learn more about the EOFY changes and what actions you need to take now.
New Super Tricks for the Election
The Coalition, on the weekend, unveiled their latest policy to encourage older Australians to downsize their homes.
Read this article to find out more about the latest announcements.
Maximise your super with your spouse
Super balances between spouses can differ greatly. So how can you maximise your super as a couple?
New Super Rules from 1 July
Last week, a number of superannuation changes from last year’s Federal Budget passed through both houses of government. Read our breakdown of the changes here.
How much do you need for a simple retirement?
Michelle Griffiths explains how our Wealth Projection Tool can help you put a plan in place now for a financially comfortable retirement in the future.
A simple guide to SMSFs
A Self-Managed Super Fund (SMSF) is an alternative way to saving for retirement than traditional Superannuation Funds. It is run by members of that fund for their own benefit. Find out how you can benefit from it.
Now Available: Trustee Training 2022
A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super. This webinar provides SMSF Trustees with guidance, the most up-to-date information, plus tips and strategies to help you reach your retirement goals.
Superannuation – what to expect in 2022
Several changes to superannuation have now been introduced to Parliament, members will hopefully be able to take advantage of these new measures from 1 July 2022. Here’s a summary of what to expect.
Do you need a Director Identification Number?
You will need a Director Identification Number if you’re a director of a company, a registered foreign company or Australian body.
Here’s what it entails.