Financial strategy insights

What you need to know about rolling back excess super to manage the new $1.6 million cap

Nerida Cole, Managing Director, Head of Advice

If you hold more than $1.6 million in super, time is almost up to make your final decision about how to restructure your accounts to comply with the pension...Read more

CGT relief under the new super rules: a case study

Nerida Cole, Managing Director, Head of Advice

Deciding to take up capital gains tax (CGT) relief is a complex decision facing self managed super fund (SMSF) trustees having to make adjustments to comply...Read more

Downsizing the family home and when to look for a new place

Ishara Rupasinghe, Associate Director

Downsizing your home can be a difficult decision and is prompted for many different reasons: it may be the kids moving out, the opportunity to travel or...Read more

Revisions to super open a window of opportunity

Nerida Cole, Managing Director, Head of Advice

The government’s decision not to proceed with the unpopular proposal of a $500,000 lifetime non-concessional cap provides a highly valuable...Read more

Boost your super and manage CGT with share transfers into your SMSF

Nerida Cole, Managing Director, Head of Advice

With changes to super making it harder to use non-concessional contributions after 30 June, many savers are looking for strategies to boost their...Read more

Three timely considerations to support retirement under the new super rules

Nerida Cole, Managing Director, Head of Advice

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

What can you do if you hold more than $1.6 million in pensions under new super rules?

Nerida Cole, Managing Director, Head of Advice

The introduction of the government’s new super rules is fast approaching. And the challenge facing many retirees is how to manage money that cannot be...Read more

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

Nerida Cole, Managing Director, Head of Advice

After much debate, the complex new super reforms that were first announced in the 2016 Budget were finalised by the parliament in November last year. With...Read more

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

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