Financial Topics "- Superannuation & Rollovers"

The Number One Retirement Question

The Number One Retirement Question

How much will you need in Retirement? This is perhaps the single most important question in terms of financial planning.  Despite what many believe, it’s possible to figure out an answer.  Here’s how you do it. When you’re attempting to work out how much money you will require in your post-career y... Posted: 10th of September, 2015

You've turned 50, now what?

You've turned 50, now what? A get-retirement-ready checklist. Posted: 16th of November, 2015

Market Volatility - Facts & Figures

Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it is important to understand the causes of market movements and how to minimise your risk. Why do markets move so m... Posted: 6th of April, 2016

Is there a right time to retire?

Australians are in no hurry to stop working, and 60 is no longer the age they feel they need to retire.  So how can you get your savings on track to retire at a time that’s right for you? Posted: 13th of May, 2016

Federal Budget 16/17 - Superannuation Changes

This year’s Federal Budget includes the most significant changes to Australia’s superannuation system since 2007, plus tax initiatives to support low income earners and small businesses. On Tuesday 3 May, Federal Treasurer Scott Morrison handed down the Federal Budget for the 2016–17 financial year... Posted: 17th of May, 2016

You've lost that loving feeling

There’s no denying that break ups are tough — and not just because of the emotional upheaval. For many people, coming to the end of a long-term relationship also goes hand in hand with financial uncertainty. Posted: 1st of September, 2016

Federal Budget Reforms: What will they mean for you?

In this year’s Federal Budget and in subsequent announcements, the Coalition, government proposed widespread changes to super and tax rules. Although these reforms are yet to be legislated, it’s important to know how to protect your financial strategy. Posted: 2nd of December, 2016
Understanding financial statements

Understanding Your Super and Pension Statements

We’re not all financial experts, but sometimes it feels like we’re expected to be – especially when each super or pension statement arrives. So if you’d like to understand yours better, here’s how to make sense of all the finance-speak. Your super statement Posted: 6th of June, 2017
Informing you - 5 Important Changes

Informing You - 5 Super Changes

5 Super changes – and what you need to know about them The Federal Government’s reforms to superannuation are now in effect, with new rules having commenced from 1 July 2017. Posted: 6th of July, 2017

Catch Up Concessional Contributions

Carrying Forward your Concessional Contributions Legislation introduced in the 2016 budget has now come into affect, that allows you to carry forward any of your unused concessional contributions cap (currently $25,000 per annum), on a rolling basis for 5 years.   Posted: 22nd of February, 2019