SMSF and superannuation insights

Is the Australian economy on track for stronger growth?

Madison Kennedy, Associate Director

It seems lately whenever we talk about the economy it’s largely doom and gloom. This week, however, the Governor of the Reserve Bank of Australia (RBA...Read more

Three ways to improve your SMSF right now

Ashley Woodhead, Director, Family Wealth Management

As you plan for retirement, there’s a lot to consider – so it’s important to make every decision count.

By the time you turn 50,...Read more

Save up to $500,000 in tax

Nerida Cole, Managing Director, Head of Advice

Prepare to boost your super. The tax savings can also be quite significant! Depending on your personal tax rate and what tax rate you can access within...Read more

A Budget of opportunity for investors

Nerida Cole, Managing Director, Head of Advice

To the relief of some Australian investors, the government has largely left superannuation untouched in this year’s Federal Budget. Instead,...Read more

End of financial year checklist

Ishara Rupasinghe, Associate Director

The end of financial year is fast approaching, which means the biggest changes to super in a decade are almost upon us. Given the super changes are so...Read more

What the Budget update on housing affordability means for you

Ishara Rupasinghe, Associate Director

Buying your first home, no matter how old you are at the time, is a big achievement. Among a raft of initiatives designed to tackle housing affordability in...Read more

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

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

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