Tax planning for retirees under 60

For many people it could be tempting to retire before age 60 and call it a career. If that is the case, you should be aware that your superannuation benefit payments will very likely be subject to some tax. However, with careful planning and preparation on your part or with the assistance of an expert[…]

Must know changes to Superannuation

On 9 May 2017, Treasurer Scott Morrison released the 2017-18 Federal Budget. Due to the changes taking effect 1 July 2017, which arose out of the last budget (discussed here), most changes announced were rather minor. Here’s a brief summary of the most exciting changes proposed in regards to Superannuation. Contributing proceeds from downsizing to[…]

Super Reforms – What you need to know before 1 July 2017

With less than two months left in this financial year, it is time to consider the opportunities still available prior to 1 July. In this article we will discuss some of the major super policy changes that may affect your plans ahead. Super Pension Reform: Currently, there is no limit on the amount you can[…]