With the recent legalisation of same-sex marriage in Australia, it’s likely we’ll see a slew of marriages in 2018! But, be warned! Same-sex couples are urged to review estate planning documents, as marriage can invalidate a binding nomination… in some cases. While...
Latest News / Blog Post
Recent years have seen a rush of investors buying property through super. But while the strategy has its advantages, there are also some potential risks to be aware of. The pitfalls While property has been a good performer in recent years, property investing still...
On 27 September 2016 the Government released another round of draft legislation implementing a number of the changes to superannuation it announced in the 2016 Federal Budget. Many of these changes will apply from 1 July 2017 so it might be sensible to for you to...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,
So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?
2012 Federal Budget Summary – highlights and what it means for you!
Are you looking for some exposure to the ongoing growth story in Asia, but don’t have $1000’s spare to invest? This strategy may just work for you!
Non-Concessional Contributions Non-concessional contributions are generally personal contributions for which you do not claim a tax deduction. As with Concessional Contributions, there are also Non-Concessional Contributions Caps (NCCC) for each financial year. For...
What is a Concessional Contribution? A Concessional Contribution is made to a complying superannuation fund which in turn, becomes part of the assessable income of the fund. The individual (or entity) making the contribution is generally allowed to claim a tax...
Suite 110, Level 1 Eastside,
232 Robina Town Centre Drive,
Robina, QLD, 4226
Level 3, 1 Breakfast Creek Rd,
Newstead, QLD 4006
Phone: 07 5593 0855
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)