Blog Archives

Same-sex Marriage triggers Estate Planning challenges

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

Posted in Finances, Money, Self Managed Superannuation Funds, Superannuation Tagged with: , ,

Property and super – beware the pitfalls

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

Posted in Australian Economy, Debt Management, Self Managed Superannuation Funds Tagged with: , , ,

Government releases more superannuation legislation

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

Posted in Australian Economy, Budget, Economy, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , ,

Getting your head around Superannuation…

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

Posted in Advisers, Finances, Investments, Money, Retirement, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , , , ,

SMSF and Borrowing

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,

Posted in Advisers, Australian Economy, Debt Management, Economy, Finances, Insurance & Protection, Investments, Self Managed Superannuation Funds Tagged with: , , , , , , , , , , ,

Is a Self-Managed Super Fund right for you?

So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?

Posted in Advisers, Australian Economy, Economy, Finances, General, Insurance & Protection, Investments, Money, Self Managed Superannuation Funds, Superannuation, Taxation, Term Deposit Tagged with: , , , , , , , , , , , , ,

2012 Complete Budget Wrap

2012 Federal Budget Summary – highlights and what it means for you!

Posted in Business, Debt Management, Economy, Finances, General, Investments, Self Managed Superannuation Funds, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , ,

Want to gain exposure to the growing Asian Market but are a little short of cash?

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!

Posted in Asia, Finances, FX, General, Interest Rates, Investments, Self Managed Superannuation Funds, Superannuation, Term Deposit Tagged with: , , , , , , , , , ,

Understanding Non-Concessional Super Contributions

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 the current 2010-11 year the NCCC amount

Posted in General, Investments, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , , ,

Understanding Concessional Contributions

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

Posted in Finances, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , ,