On 1 July 2014 the cap limits for superannuation contributions were increased, allowing you to contribute more into superannuation before penalties are applied. Concessional contribution caps apply to employers' compulsory super guarantee contributions, voluntary...
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What is he thinking?
A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper financial advice soon became very evident when looking at his...
Do Super Fees Matter to You?
Superannuation will play an increasingly important role in all our futures. What we do today is going to affect our retirement savings tomorrow.
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?
Budget 2014 HIghlights and You!
Well, we know that when times get tough, it makes get sense to stick to a budget, and 'tighten one's belt' and that's what the latest Australian Budget is all about. So what are some of the main changes and how will they affect you? Pensions: Looks like we'll...
Finding Parity for Women's Super
WIF had combined forces with the Australian Centre for Financial Studies and the Financial Services Institute of Australia (FINSIA) to put on a great lunch in Collins Street to discuss “Finding Parity for Women’s Super.”
RBA Cash Rate Cut for October 2012…
So the RBA have dropped the official cash rate down to 3.25% at the October Board meeting. Xmas in October then? Or once again, too little - too late? How does our Resource Story and China fit in with all this? Read the Macquarie Investment Management take on the...
Dani's Story
Dani is the daughter of a client I’ve had for some time. Her mum Jessie approached me to assist with some Salary Packaging strategies as she’s a nurse, and we soon became friends. Jessie is a happy, friendly, hospitable woman and extremely proud of her two beautiful...
Welcome to our newest Team Member
Wealth Planning Partners are pleased to announce that Russell Sheasby has joined our team of Gold Coast based Financial Advisers.
Increase in Super Guarantee Payments to 12% – as explained by Gai Brodtmann…
Labor member for Canberra Gai Brodtmann attempts to explain how the increase in the superannuation levy from 9-12% will work and who’ll be funding the change
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