
- 02 May, 2018
More about super contributions
A couple of weeks’ back I covered the rules around the timing of superannuation contributions. In line with the same theme, I thought it would be worthwhile to revisit some other important things to keep in mind about contributions, especially considering some of the significant changes that came into effect...
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- 24 April, 2018
Anzac Day – a short and important history
ANZAC Day, as we are all aware, is a national day of remembrance in both Australia and New Zealand that broadly commemorates all Australians and New Zealanders who served and died in all wars, conflicts, and peacekeeping operations and the contribution and suffering of all those who have served. But,...
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- 18 April, 2018
Planning on making super contributions this financial year?
As we move into the start of the fourth quarter of the financial year, it is timely that we turn our mind to tax planning and the things we need to be considering as 30 June looms ahead. Firstly, you need to be very mindful of the correct timing of...
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- 11 April, 2018
Age Pension and the Superannuation Sweet Spot?
What am I talking about? I will try and provide a very simple explanation. The “Superannuation Sweet Spot” is recent terminology referring to the amount of money a person or couple needs to have saved in superannuation to ensure they achieve a reasonable level of income while maximizing their age...
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- 05 April, 2018
Scared of losing your marbles… or just your super?
We have previously written on a number of occasions about the risks of internet-driven identity theft and perhaps, more importantly, the theft of our hard-earned savings. But did you know that thousands of Australians have indirectly ‘given’ billions of dollars of their super to the Australian Taxation Office ATO)? This...
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- 29 March, 2018
Age Pension and the question of residency
As readers of the blog will know that to qualify for an age pension, you first need to reach the necessary qualifying age – which now can depend on the year you were born. You also need to be an Australian resident. According to the Social Security Act, this requires...
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