A Smart Super Strategy Before Age 75 Many Australians approach their early 70s with strong balance sheets — valuable homes, solid income, and surplus cash — yet still feel uncertain about where to place their money next. You need a smart super strategy before Age 75,...
Case Study:Why Reviewing Your Insurance Is Essential When Setting Up an SMSF When transitioning to a Self-Managed Super Fund (SMSF), many people focus on the investment opportunities — property purchases, direct share exposure, and greater control. But one vital...
Is Your SMSF Cash Losing Value Without You Realising?How One Business Owner Took Action Before Inflation Took a Toll Many business owners understandably prioritise liquidity — especially when their SMSF owns the commercial property their business operates from. Having...
Smart Super Strategy: How We Helped a Couple Save Thousands in Future Tax for Their KidsAs financial advisers, we’re always looking for ways to maximise wealth—not just during retirement, but across generations. In a recent smart super strategy we developed for...
What’s changing to super and tax on 1 July 2024 And what are your EOFY tax strategies?. Thought I'd share a quick rundown of the latest law changes from our AMP Advice Hub. . They say nothing is certain in life except two things – death and taxes. You can probably...
How much super should I have at my age? Super is a long-term investment which grows over time. This is a Guide to Building Your Super and the earlier you learn about what you are entitled to, what your employer needs to pay, the better off you will be when you retire....
FOUR new Government measures have been introduced proposed to address Age Pension / Superannuation / Retirement due to longer life expectancies. One of the focuses of these changes is helping retirees prepare financially for a longer and more secure life. It is in...
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