Blog Archives

Why should I care about lost super?

Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it

Posted in Money, Superannuation Tagged with: , , , ,

A few things have changed in super

Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This

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

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: , , , , , , , , ,

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: , , , , , , , ,

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: , , , , , , , , ,

It’s Money Smart Week 2014!

What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by

Posted in Budget, Budgeting, Debt Management, Finances, Insurance & Protection, Money, Women 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: , , , , ,

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: , , , , , , , , , , , , ,

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: , , , , , , , , , , , , , , , ,

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: , , , , , , , , ,