Financial strategy insights

What you need to know about CGT relief under the new super rules

Nerida Cole, Managing Director, Head of Advice

There’s a lot of noise about the government’s new super reforms, but one garnering a lot of questions is the capital gains tax (CGT) relief...Read more

Three super changes that will impact defined benefit pensions from 1 July

Nerida Cole, Managing Director, Head of Advice

Although there is a lot of talk about the government’s sweeping changes to super, what has taken defined benefit fund members (including retired...Read more

Three timely considerations to support retirement under the new super rules

Nerida Cole, Managing Director, Head of Advice

On November 23, the complex proposals heralding Australia’s biggest change to super in 10 years received the approval of the Senate. And while the...Read more

Find out why making non-concessional contributions now can boost your super long-term

Nerida Cole, Managing Director, Head of Advice

On the day of the US election, the Treasurer tabled the final legislation in Parliament to explain how he intends to implement the complex new super reform...Read more

Why you should action SMSF succession planning strategies today

David Calvert, Managing Director, Superannuation

You’ve committed a large part of your working life to building your life savings but managing your finances doesn’t stop when your retirement...Read more

Revisions to super open a window of opportunity

Nerida Cole, Managing Director, Head of Advice

The government’s latest decision to drop the unpopular $500,000 lifetime non-concessional cap provides a highly valuable opportunity for proactive pre...Read more

Why financial planning is key to your wellbeing

Lyle Meaney, Managing Director, Family Wealth Management

The need for personal financial advice to underpin the overall wellbeing of an individual is becoming very apparent. Recent research released by the...Read more

To HELP or not to HELP

Nerida Cole, Managing Director, Head of Advice

The value of a university education can really help children prosper, but it comes at a cost.  A big question for many parents is understanding the...Read more

What to do with super before June 30

Nerida Cole, Managing Director, Head of Advice

The May Federal Budget announcement revealed a number of proposed changes to superannuation. It included the introduction of a $1.6 million pension transfer...Read more

The upside of spouse contribution splitting

Nerida Cole, Managing Director, Head of Advice

Superannuation was a key feature of this year’s Federal Budget and the breadth and complexities of the proposed changes are creating confusion for...Read more

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