Let’s face it: no-one likes to think of death, especially their own. It’s not exactly a great conversation starter, is it? This might explain why so many people end up “dying Intestate” which means they die without a will and, as a consequence...
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A lack of accurate financial information is a major cause of stress and concern for business owners and their families, especially when it affects visibility over cash flow, not only in the business, but the flow on effect at home. There’s a...
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Do you often wonder where your money goes? Despite their best intentions, many individuals and business owners find that their high incomes are accompanied by only limited savings. If you want to save or invest more effectively but don’t...
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My first article on superannuation and SMSF highlighted the fact that two significant changes have occurred. Firstly, since July 2016 legislation now dictates that advice on super/SMSF must be formalised and this involves a process that...
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Last year the Government introduced legislation that changed the way accountants can deliver superannuation and SMSF advice. At the same time, significant changes were made to superannuation rules, making it important for clients to seek...
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The superannuation rules have changed. These amendments affect both concessional (pre-tax) and non-concessional (after-tax) contribution caps. What’s more, this year your planning needs to consider the ‘existing’ caps to June 30 while...
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The recent superannuation reforms are far-reaching, complex and relevant for all members of a super fund, whether that is an industry fund, retail fund or your own self-managed superannuation fund. It’s clear that making the most of...
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