As the end of financial year approaches, many Australians start scrambling for receipts, tax deductions and last-minute financial decisions. But one of the most powerful areas to review before 30 June is your superannuation.
If you have packed up life in New Zealand and settled in Australia, chances are your KiwiSaver account is still sitting across the ditch. One of the first questions we often hear is:
👉 “Can I transfer my KiwiSaver to my Australian super?”
The good news is yes you can!
One of the most common questions we hear — especially from clients planning their retirement journey — is:“When can I access my super?” It’s a fair question. You’ve spent your working life building that super nest egg. So, when exactly do you get to crack it open and...
When it comes to superannuation strategies, one that often flies under the radar—but can pack a powerful punch—is the recontribution strategy. It’s a bit like spring cleaning your super: tidy things up now to potentially save a lot later. So, what exactly is it? And...
As retirement approaches, many Australians seek ways to boost their superannuation and secure a comfortable future. One powerful strategy worth considering is unlocking the power of the Downsizer Contribution. Introduced by the Australian government, this initiative...
Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age...
So, how do you invest your money? When deciding how to go about investing those hard earned dollars, you need to decide whether you'll: do it yourself, or pay a financial advisor to do it for you Both options have their pros and cons. However, you can - of course, do...
Is it time to consider your retirement lifestyle needs? Considering the cost of living and your expected annual retirement income, is crucial to retirement planning. So, how do you consider your retirement needs? For the record number of Australians transitioning...
Do you know how to protect yourself against scams? The onset of COVID has propelled social media and marketing to an all-time necessity and has resulted in increased predatory scams and virtual hacking, putting people at risk more than ever before. Here are some...
Getting ahead in your 40's? Here’s 5 tips you need to consider to getting ahead in your 40's.. Being in your 40s requires balancing many responsibilities and it can become easy to neglect your own financial wellbeing. However, it’s not too late to secure your future. ...
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