Self Managed Super Funds - September 29th How lump sum superannuation contributions work Making lump sum contributions to your superannuation can be great way to grow it, but there are tax implications you should know about.
Self Managed Super Funds - September 29th SMSF audit fees explained SMSFs may be entitled to tax breaks on their investment income, but only if they follow particular rules, including an audit. We look at what an SMSF audit is and what it costs.
Self Managed Super Funds - September 29th How do you set up an SMSF? Here are 5 key steps to managing the self-managed super fund (SMSF) setup process and what to consider before jumping in.
Self Managed Super Funds - September 23rd What is an actuarial certificate? If you have a self-managed super fund, you may need an actuarial certificate come tax time. We’ve pulled together a guide on some key information you need to know.
Self Managed Super Funds - May 13th Work test: making super contributions over 67 If you’re over 67 and want to contribute to your super, you may still need to satisfy the work test until new changes are in effect. We explore what it is.
Self Managed Super Funds - April 22nd NSW Seniors Card & Senior Savers Card Our guide to the NSW Seniors Card and the NSW Senior Savers Card including the benefits they provide, eligibility requirements and how you could apply for one.
Cryptocurrency - April 14th SMSF And Cryptocurrency: 4 Things to Consider You can now add cryptocurrencies to you SMSF porfolio, but before you do there are a number of things to consider.
Investor Hub - March 31st Low interest rate taking its toll on investors Australia's official cash rate is at a historic low. So, if you're an investor seeking yield here's are some strategies you can use.
Self Managed Super Funds - March 18th How much super should I have at 50? As you inch closer to retirement, you may be wondering how much super you need to retire comfortably and whether you are on track to get there.
Self Managed Super Funds - March 16th How much super should I have at 30? Your thirties could be an important time in the creation of your nest egg. One significant component of this is your superannuation.
Self Managed Super Funds - March 16th Spouse super contributions: How do they work? Find out how spouse super contributions work and how they may make you eligible to claim a tax offset, depending on your and your spouse's circumstances.
Self Managed Super Funds - March 15th How much super should I have at 40? If you’re in your 40s, retirement could still be a few decades away. However, it’s a good idea to take stock of your superannuation to make sure you’re on track to achieve your retirement goals.
Self Managed Super Funds - March 11th How much super do I need to retire at 60? If you are thinking about your retirement, one big question you might be asking yourself is whether you have enough super.
Self Managed Super Funds - February 24th What is the Age Pension assets test? When assessing your eligibility for the Age Pension, one factor the government looks at is your assets.
Self Managed Super Funds - February 19th What are reportable superannuation contributions? Reportable employee super contributions (RESC) are important for tax in Australia for employers and employees. What do you need to report to the ATO?
Self Managed Super Funds - February 3rd Our guide to the Tasmanian Seniors Card Our guide to the Tasmanian Seniors Card, including the benefits it offers, eligibility requirements and how you could apply for one.
Account-Based Pensions - January 15th What is the transfer balance cap? The transfer balance cap is one of the superannuation rules you may want to look out for when you are preparing for life after retirement.
Self Managed Super Funds - December 7th SMSFs: 8 things you need to know before you jump in Ever wanted to take control of your super? If yes, it’s important to know that with control comes responsibility. Here are eight issues to consider. There’s something about do-it-yourself that Australians love, and more than 1.1...
Self Managed Super Funds - May 15th Superannuation for the self-employed: How does it work? As a self-employed person, there are a few ways you can pay your super. Here we explore these options and important considerations.
Self Managed Super Funds - March 2nd 5 steps for doing a superannuation health check Regardless of how far off retirement is, it never hurts to check if you're on track. Here's five steps for checking the health of your super.