Category Archives: Superannuation General

Basics about Super – How much do you need to retire in Australia?

It’s not hard to find out – don’t put it off. Be informed and be prepared! How much do you really need? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, amounts … Continue reading

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Basics about Super – Super as well as SMSF for Business Owners – How it works in Australia

When a Business Owner employs staff, you have a legal obligation to provide Superannuation in most cases. Here we explain Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, how Self-Managed … Continue reading

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Basics about Super – How does Salary Sacrifice work?

How does salary sacrifice work? Salary sacrifice super (ss) (one type of salary packaging) is an arrangement between you and your employer where you pay for some items or services straight from your pre-tax salary. You can salary package super, … Continue reading

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CASE STUDY – Daniella, Troy and Michael – Helping a Property Advisor towards Property in their Super

Danielle and Troy had property investment experience, with several properties in their personal portfolio already. Daniella was also an expert senior property investment advisor and Troy had an accounting background and they wondered if they could do better with their … Continue reading

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Basics about Super – How to succeed to invest INSIDE or OUTSIDE Super?

How can we know what will succeed, or give the better result? The question is – Do we invest invest inside or outside super? Moving investments from outside your super into a Self-Managed Super Fund (SMSF) could produce significant results … Continue reading

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SMSF Basics – What is SMSF (Self Managed Super Fund) and what types are there?

Self-Managed Super Funds (SMSF) are one type of super fund similar to the commercial public funds, in that they are trusts. Super funds can be in 3 forms – Independent large super funds such as retail, industry, bank and financial … Continue reading

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CASE STUDY – David & Kate – Help with Administration

David and Kate already had set up their Self-Managed Super Fund (SMSF). Over time though, the administration tasks and collecting documents together for the preparation of year-end accounts was not what they found easy to achieve – which is similar … Continue reading

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