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The New Tax on Super Earnings
How will the proposed 30% tax on super earnings above $3m work? From 1 July 2025, a proposed new tax will apply to future earnings on...


Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....


Understanding Super Contributions
Superannuation can be boring and complex but it is one of my all time favourite topics (yes I know, I need to get a life!!). And whilst...


4 considerations when switching your super
I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...


The revival of the recontribution strategy
The recent changes to superannuation rules effective from 1 July this year, have made the recontribution strategy more accessible for...


Division 293 tax
Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...


8 tips to financial success!
There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...


Using your home equity to invest
Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...


3 threats to your retirement
Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...


Super Changes 1 July 2021
The new financial year brings in a few changes for your superannuation. The Super Guarantee increases to 10% From 1 July the rate of...


Book Review – Atomic Habits
Nothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...


The Transfer of Family Wealth
In Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...


Am I retirement Ready?
Now that the holiday season is over, do you find yourself yearning to stop work altogether? I regularly receive emails and calls from my...


Smart steps to reduce your debt by retirement
For many of us long term debt is something we become quite accustomed to. Mortgage lenders offer 25-30 year terms so it not hard to see...


The 5 elements to “real” financial planning
When you are on holidays, do you find yourself dreaming about your life always being like this? That is what an awesome, financially...


Is an SMSF right for you?
Self-Managed Super funds (known as SMSF’s) are a hot topic right now. Tax Office figures show that at the end of June 2015, there were an...
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