Transition To Retirement

Insights, News, Super, Tax, TTF
Crafting the retirement lifestyle, you’ve earned demands thoughtful preparation. Many people are unaware that upon reaching the required preservation age they can access a portion of their superannuation without having to leave their employment via a tailored Transition to Retirement strategy (TTR). Navigating the path to retirement A TTR strategy allows you to enjoy flexible…

Everything you need to know about accessing your super

Insights, News, Super, Tax
Understanding when and how to access your superannuation is essential for making informed decisions about your financial future and ensuring you’re prepared for a secure and comfortable retirement. Superannuation is a key component of your retirement plan. Knowing when and how you can access your superannuation is crucial to making informed decisions about your financial future. In…

5 super tax saving strategies

Insights, News, Super, Tax
We’re approaching the end of the financial year and many Australians are scrambling for ways to pay less tax. Here are five tax-saving strategies that you can do with your super that will put more back in your pocket at tax time. 1. Salary sacrifice One of the simplest tax-saving strategies with super is salary sacrificing.  Arrange with your…

10 tax tips for getting extra cash this end of financial year

Insights, News, Super, Tax
The end of the financial year is almost here and many Australians are scrambling to find ways to reduce their tax. While we encourage taking a longer-term, strategic view on tax planning, there are a few quick tax tips for getting extra cash in your back pocket.  Here is a list of tax tips for getting…

How can you buy property with your superannuation?

Budget, Insights, Investing, News, SMSF, Super
Self-managed super funds (SMSFs) remain a popular retirement funding option for Australians due to greater control and investment flexibility. Many SMSF members have also gone on to harness an SMSF’s full potential with property investment.  In this post we explore why you may want to use your super to buy property through an SMSF and…

Is it better to use a financial advisor or do it yourself?

ETF's, Insights, Investing, News, Super
Money is one of the most important resources you will ever manage.  How you manage it will significantly impact your lifestyle, both now and in the future. So deciding on who gets to help you make decisions about money will be an important consideration. In Australia, you have two options: seeing a financial advisor or managing your…

Changes to super on July 1

Insights, News, Super
As the new financial year approaches, there are several key super changes that may impact your ability to contribute to your superannuation. It’s important that you’re aware of the changes so that you can take advantage of these opportunities to make the most of your nest egg. Superannuation Guarantee (SG) increase The compulsory Super Guarantee…

5 super tax saving strategies

Insights, News, Super, Tax
We’re approaching the end of the financial year and many Australians are scrambling for ways to pay less tax. Here are five tax-saving strategies that you can do with your super that will put more back in your pocket at tax time. 1. Salary sacrifice One of the simplest tax-saving strategies with super is salary…