SMSF

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

Why you should consider investing in real assets

Lyle Meaney, Managing Director, Family Wealth Management

With global inflation starting to pick up, real assets like infrastructure and property provide investors with interesting alternatives. These assets are...Read more

Is it wise to capitalise on low interest rates to invest in residential property?

Lyle Meaney, Managing Director, Family Wealth Management

The continual decline of interest rates still dominates Australian residential property market discussions. Record low rates have encouraged investors and...Read more

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

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