by kirstyb | May 18, 2023 | SMSF, Superannuation
We understand that managing your SMSF (Self-Managed Super Fund) can be complicated, especially when it comes to investing. As such, we’ve put together a comprehensive guide to help you understand the wide range of assets in which your SMSF can invest. 1. Cash and Term...
by kirstyb | May 17, 2023 | SMSF, Superannuation
Superannuation is an important part of retirement planning, and the earlier you start saving, the more time your money has to grow through compound interest and earnings. So you might ask “Should I have personal insurances inside of my SMSF?” Let’s...
by kirstyb | Mar 2, 2023 | Finance, SMSF, Superannuation, Tax & Accounting
You’ve probably heard that the Federal Government announced on Tuesday that there are going to be changes to our superannuation system. In simple terms, the Federal Government has proposed a cap on tax concessions, which means Australians with high...
by kirstyb | Feb 13, 2023 | ATO, SMSF, Superannuation
Even in death, taxes will follow, so you may be wonderng how is your Superannuation is taxed upon death? Generally speaking, how tax applies & what tax will arise to your superannuation benefits depends on your age, the source of your superannuation, and how...
by kirstyb | Feb 13, 2023 | SMSF, Superannuation
Your superannuation is your future! Why have superannuation? The superannuation choices you make today will help shape your lifestyle in retirement. We can help you get your superannuation sorted now, so you maximise your superannuation savings for when you retire. So...
by kirstyb | Nov 14, 2022 | SMSF, Superannuation
Should You Consolidate Your Super? With Superannuation, it is best to get the most out of it. Here are a few things you should know before consolidating your super. Fewer accounts could mean fewer super fees If you’ve ever changed personal details like your name,...
