Self Managed Super Fund
Understanding the New Superannuation Tax Rules: A Guide for Wealth Clients
Recent changes to Australia’s superannuation tax rules could significantly impact how you manage your retirement savings. Whether you’re planning contributions, withdrawals, or estate strategies, knowing what’s changed — and what to do next — is key to protecting your wealth.
Should Your SMSF Invest in Property in 2025?
Is property the right move for your SMSF in 2025? With prices expected to rise, now may be the time to explore this investment option. Learn the benefits, risks, and key considerations to make an informed decision before the market shifts.
Unlock SMSF Property Wealth in 2025 Before Prices Take Off
Self-Managed Super Funds can’t directly access the 2025 Home Guarantee Scheme, but the changes could reshape property markets. Learn how SMSF trustees can navigate rising demand, new price caps, and rental opportunities to secure long-term property wealth before values climb.
How to Transition to Retirement with Ease
Retirement is a major life transition that requires careful planning to ensure financial stability and a fulfilling lifestyle. By planning ahead and making informed decisions, you can smoothly transition into this new chapter with confidence and peace of mind.
Boost Your Super Before June 30th
More than half of us set a new financial goal at the beginning of 2025. While most financial goals include saving money and paying down debts, the months leading up to 30 June provide an opportunity to review your super balance to look at ways to boost your retirement savings.
When Doing It Yourself Doesn’t Work: When Not to DIY and Better Hire an Expert
When DIY efforts don't yield the desired results, it may indicate that you need to seek professional help or take a different approach. This can happen due to a lack of skills, tools, or resources necessary for the task. Seeking assistance or reconsidering your methods might be the best path forward instead of persisting in a frustrating or ineffective way. Remember to always evaluate your situation critically and consider professional advice if needed.
How Do Retirement Income Options Compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes. And when it comes to financing your new life without a job, you too have a lot of options. A retirement income option refers to the various ways you can draw income from your retirement savings after you stop working. Here are four alternatives to think about.
The “Blue Zones’” Secret: Lifestyle Practices for Longevity
Some of the world's oldest and healthiest people live in the Blue Zone regions. They typically follow plant-based diets, exercise frequently, consume moderate amounts of alcohol, get enough sleep, and have positive relationships with their families, friends, and spiritual community, despite slight differences in their lifestyles. Therefore, it has been demonstrated that each of these lifestyle characteristics is linked to a longer lifespan.
Planning the Best Use of Super: How To Maximize Your Superannuation
Planning the best use of superannuation involves considering factors such as your age, retirement goals, risk tolerance, and investment strategy. It is important to regularly review your superannuation fund's performance and fees, as well as consider consolidating multiple super accounts to save on fees. Here are some of the considerations for the popular options.
Tax Cuts: What Will the Changes in Taxes Mean for Me?
Tax changes can impact individuals in various ways, depending on the specific changes implemented by the government. These changes could affect income tax rates, deductions, credits, and other tax-related factors. It is important for individuals to stay informed about tax changes to understand how they may be affected financially.