Retirement should be a time we look forward to – when we can take a foot off the pedal and enjoy spending time with family and friends. But many Australians who had planned to retire in the coming months or even years are rethinking their options as COVID-19 has changed the landscape for retirees.
Read MoreUnderstanding what a Financial plan is and how Financial Planning can help is often misunderstood.
This is because people typically associate the potential solutions a financial planner can offer – like investing, insurance or super advice for example – as being the main value of the financial planning relationship. But in reality it is the plan we help you create itself, that is where the true value lies. A plan that is yours – to achieve what is important to you – and only then, do we relate the products that can help you achieve your objectives to your situation.
Read MoreYou may have turned 65 and are wondering how to make further contributions to your super fund. What if I start a pension, am I still allowed to make further contributions? What type of contributions and limits apply to me?
Read MoreCOVID-19 has had an impact on many SMSFs. We look at the key issues.
Read MoreAs we approach the end of the financial year, we thought we'd update you on what's changing from 1 July 2020
Read MoreComplex award and enterprise agreements can complicate payroll obligations, in terms of both regular salary and wages and the ongoing need to pay employee superannuation. On top of that, from 1 March 2020, changes commence for annualised wage arrangements that will increase the compliance burden on some businesses.
Read MoreAll employers with employees on fixed annual salaries are now on notice about new award rules coming into force on March 1st.
Read MoreA new system alerting SMSF trustees of changes made to their SMSF will roll out this month. The ATO will alert trustees by text and/or email when changes are made to bank details, electronic service address of the fund, the authorised contact and members.
Read MoreHow employers are being caught out by the timing of superannuation guarantee payments.
Read MoreEmployees with multiple employers can now opt-out of superannuation guarantee from all but one employer.
Read More
