Superannuation

Tax Deduction Opportunities with Superannuation Contributions

When you retire, your superannuation is likely to become an important source of your income. That’s why it’s a good idea to top it up while you are working. But...

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Stapling Super

What is a Stapled Super Fund A stapled super fund is an existing super account linked, or 'stapled', to an individual employee so it follows them as they change jobs...

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frequently asked questions about super
Frequently Asked Questions About Super

Do you find the ins and outs of superannuation confusing?  If so, check out these answers to frequently asked questions about super to get a handle on the basics. How...

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Superannuation Quiz SMSF Melbourne
How much do you know about superannuation?

If you’re an Australian resident over 18 and earning more than $450 in a calendar month, you are probably contributing to your superannuation in some way. (If you aren't, talk...

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What services do Financial Planners provide?

We have broken up the service financial planners offer into 6 main areas. It’s all about money. It’s about making it, growing it, leveraging it, protecting it, enjoying it and...

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The rules of giving financial gifts from SMSFs to relatives

There are around 600,000 Self-Managed Superannuation Funds (SMSFs) in Australia where the members of the fund are also the trustees. These trustees are responsible for managing the fund according to...

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Early access to super

We all know that our superannuation is there to provide for our financial needs in retirement. That means we can’t usually access our super until we reach preservation age and...

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Boost your super before June 30

The end of the financial year is rapidly approaching and, along with it, the opportunity to claim a tax deduction on additional superannuation contributions. Why contribute more to super? Superannuation...

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Should I pay off my mortgage or contribute to super?

One of the most popular questions we are asked by our clients is whether it’s best to pay off their mortgage first or salary sacrifice money into their super fund...

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Who gets your super when you die?

Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by...

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New Year Financial Checklist

As we settle into a new year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the coming year and...

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Superannuation and splitting up

When couples split up, what happens to their superannuation may not rank highly on their list of immediate concerns. But as with most assets of the relationship, arrangements will need...

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