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The blog for people who want to understand their finances better and feel more in control of their money.
This blog is for educational purposes only and contains general information. It does not take into account your personal objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances. If you would like advice tailored to your situation, you can book an appointment with one of our financial advisers here.
Your EOFY Checklist: Smart Moves to Make Now That Could Reduce Your Tax and Boost Your Super
EOFY is not just about receipts and tax returns. This episode covers the key checks to make before June 30, from super contributions and tax deductions to SMSFs, investments, family trusts and business obligations.
How To Get $100k Per Year In Retirement – Tax Free
A tax-free $100,000 retirement income sounds ambitious, but Australia’s super rules can make it possible with the right balance, pension phase strategy and planning.
How Does Tax Apply To Your Super?
Super can be a powerful tax environment, but the rules change depending on whether you’re building your balance or drawing it down. Here’s how tax applies in accumulation and pension phase.
The Superannuation Sweet Spot – Making the most of superannuation tax concessions
Super is tax effective while you are working, but the biggest benefit often comes later. Here’s why the pension phase can be one of the most powerful tax opportunities in retirement planning.
Maximising income for couples
Couples can have a real advantage when building wealth, but only when their finances are structured well. From income splitting to super, here are practical ways to maximise household income over time.