SMSF and superannuation insights

End of financial year tips to help you save on tax

Nerida Cole, Investment Committee Member

With only a small window remaining until the end of the financial year, focusing on tax and super-saving opportunities now is critical. Working effectively...Read more

Why super is still super – strategies for tax-effective investing

Ishara Rupasinghe, Director

This year is likely to see more changes to the super and tax environment after the federal election, in addition to the last round of changes made in 2017....Read more

SMSF succession planning is much more than estate planning – here’s why

David Calvert, Managing Director, Family Wealth Management

Succession planning and estate planning. In financial and legal circles, you may hear the terms often thrown around, and even used interchangeably by some...Read more

How to manage your wealth through super at any age

Daniel Gumley, Associate Director

The new super environment that came into effect on 1 July this year presents both challenges and opportunities, but no matter what stage of the super...Read more

Is the Australian economy on track for stronger growth?

Madison Kennedy, 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, Executive 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

What the Budget update on housing affordability means for you

Ishara Rupasinghe, 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, Investment Committee Member

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

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

Nerida Cole, Investment Committee Member

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 super changes that will impact defined benefit pensions from 1 July

Nerida Cole, Investment Committee Member

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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