Nov 06, 2023
Withdrawing part of your superannuation fund balance and then paying it back into the account, known as a recontribution strategy, may sound a little strange but it could deliver several benefits including reducing tax and helping to manage super balances between you... read more
Sep 05, 2023
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splurge, finding the best place to invest a lump sum is all about the... read more
Aug 01, 2023
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rule changes that have recently happened or are coming up soon. Australians are investing more in super – almost $151 billion in the year ending March 2023, an... read more
Jun 13, 2023
Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots of talk about taking money out of self-managed superannuation funds (SMSFs) to avoid tax hikes. As SMSF... read more
May 24, 2022
The pandemic has negatively impacted many of Australian’s super balances. However, there are strategies you can put in place to get your super back on track. According to APRA, over 3 million Australians took advantage of the COVID-19 early release of super program.... read more
Apr 13, 2022
Changes to super contribution rules from 1st July, may create a great opportunity to revisit your savings and super contribution strategies. The changes can generate new or enhanced options to build your savings. We have outlined below a brief explanation of some of... read more
