SMSF and superannuation insights

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, Family Wealth Management

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

Options for managing your SMSF in the event of divorce

Nerida Cole, Managing Director, Head of Advice

Outside of the family home, super is often one of the biggest assets a couple holds, however when a marriage ends it can be overwhelming knowing how to...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

The cost of knowledge

Nerida Cole, Managing Director, Head of Advice

Rising education costs makes private education and university expensive. The cost of educating a child rose by five-and-a-half per cent in 2015 compared to...Read more

Prepare your super for proposed budget changes

Nerida Cole, Managing Director, Head of Advice

Speculation continues that changes to current superannuation tax breaks will be a feature of the 2016 Federal Budget when it is handed down on May 3rd....Read more

Why cash still commands respect

Lyle Meaney, Managing Director, Family Wealth Management

The importance of cash within a portfolio cannot be understated. Cash may no longer be king but it still commands a place within a well diversified...Read more

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