Monthly Archives: June 2018

Masterclass SMSF – How the downsizer contribution works from sale of your home near retirement

The 2017 federal budget brought in a new allowance for a new type of superannuation contribution for individuals looking to downsize their principal residence. Michael Hallinan at smsmagazine.com.au explains some of the rules around these new contributions. The downsizer contributions … Continue reading

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Basics about Super – EOFY – End of Financial Year – Last Days – Checklist!!

Time is running out – only days left to the End of Financial Year (EOFY), it’s time to have a review to ensure all is in order and all ACTIONs taken by 30 June deadline, as well as papers documenting … Continue reading

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CASE STUDY – Tradie and Animal Carer Wanted Peace of Mind

Phillip was a tradie running his own business, and his wife was an animal carer, but they need to build for retirement, and their plan was to be able to take control of their super and aim to retire early. … Continue reading

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MASTERCLASS Investment – End of Year Investment Strategies – Tips to set up for the end of Financial Year

Preparing for the end of year is an important stage as an investor. Here are a selection of tips for end of year investment strategies to set up well for the end of financial year. 1. Consider how your investments … Continue reading

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Basics about Super – Will your money last? What could living longer mean for your Retirement?

Will your money last? As Australians are now on average living longer, superannuation needs to stretch even further to cover living expenses. Will your money last as long as you live? You have a 50/50 chance of living as long … Continue reading

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