SMSF and superannuation insights

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

Contribution splitting rules are a super benefit for women and pre-retirees

Nerida Cole, Managing Director, Head of Advice

Contribution splitting rules are one of the benefits for couples with a superannuation fund, including SMSFs. And, now may be the time to look at balancing...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

Do you have the right financial guidance?

Dixon Advisory

The pursuit of financial freedom in retirement can sometimes feel like climbing Mount Everest. Reaching the summit promises great satisfaction and joy, yet...Read more

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

Ishara Rupasinghe, Director

We’re now over a month into the new financial year that has brought about some of the biggest changes to Australia’s super system in a decade....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

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, 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

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