If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. We want to make...
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The Federal Government is introducing legislation to prevent fee erosion of lost super accounts with balances under $6,000 stating that they are committed to "ensuring that Australians have adequate retirement savings." Assistant Treasurer, Mr Josh Frydenberg has said...
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...
Superannuation will play an increasingly important role in all our futures. What we do today is going to affect our retirement savings tomorrow.
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...
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.”
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 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...
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
2012 Federal Budget Summary – highlights and what it means for you!
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)