Category Archives: Superannuation General

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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Basics about Super – Raise the superannuation guarantee above 9.5% for adequate retirement nest egg – research finding

Do we need to raise the superannuation guarantee above 9.5% to provide an adequate nest egg? Will we have enough to retire comfortably, based on the current super saving system, where employers put aside 9.5% of your wages into a … Continue reading

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CASE STUDY – Carmen & Bob – Build to property investment through super

Carmen and Bob wanted to invest in property, and with a trusted advisor they explored the idea of property investment through Super. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you … Continue reading

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Basics about Super – EOFY – End of Financial Year – Personal Checklist!!

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

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CASE STUDY – Charlie & Pauline – Expanding property investment through super

Charlie and Pauline already had invested in property, and with a trusted advisor they explored the idea of expanding their property investment through super. (There are 5 easy steps to planning anything – start where you are at, decide what … Continue reading

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Basics about Super – Paying Super for Small Business – Small Business Superannuation Clearing House (SBSCH)

The Australian Tax Office (ATO) has a service called the Small Business Superannuation Clearing House, designed to help small business (with less than 19 employees) meet their super obligations as employers. Here is what the ATO site says – The … Continue reading

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How to succeed with Transition to Retirement TTR or TRIS – Basics about Super

A TTR (Transition to Retirement) is a method for topping up your income as you approach retirement. It helps you supplement your work income with a super pension, enabling you to work less or part-time. It is good to see … Continue reading

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