How does the Australian Age Pension work?

Around 80% of Australians who have reached Age Pension age are currently receiving the Age Pension in full or in part.  The remaining 20% are either ineligible due to the income and assets test or have not applied. At some stage in their retirement, most Australians will be eligible to claim a Part or a[…]

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[…]

Strategic Tax Planning

Strategic tax planning is the process of structuring your financial affairs in a manner that optimises the tax efficiency and flexibility of your financial arrangements. Serious investors treat tax seriously. The single biggest drain on your wealth is taxation. Our advisers work with you to develop strategies tailored to your personal financial position and objectives to[…]