Blog Archives

Government to limit lost super losses

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 that the

Posted in Finances, Retirement, Superannuation, Taxation, Wealth Tagged with: , , , , , , , , ,

2014 Super Updates… Did you Know??

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 salary sacrifice contributions and to personal deductible

Posted in Finances, Superannuation Tagged with: , , , , , , , , ,

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.

Posted in Advisers, Australian Economy, Budgeting, Finances, Insurance & Protection, Interest Rates, Investments, Superannuation, Taxation Tagged with: , , , , ,

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

Posted in Australian Economy, Budget, Budgeting, Business, Debt Management, Economy, Interest Rates, Money, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , ,

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.”

Posted in Advisers, Business, Finances, General, Investments, Superannuation, Women Tagged with: , , , , , , , , , , , , , , , ,

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

Posted in Australian Economy, Business, China Economy, Debt Management, Economy, Finances, Interest Rates, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , , , ,

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

Posted in Advisers, Finances, General, Insurance & Protection, Superannuation, Women Tagged with: , , , , , , , , ,

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

Posted in Business, Economy, Finances, Superannuation, Taxation 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: , , , , , , , , , , , , , , ,

Budget 2012 — Superannuation Wrap

The 2012 Budget delivered a couple of changes for Superannuation, but nothing too extraordinary

Posted in Economy, Finances, Superannuation, Taxation Tagged with: , , , , , , , , , ,