According to the Australian Bureau of Statistics, in 2017-18 the median superannuation balance for women aged 55-64 was $119,000 compared to a...
ADDRESSING THE SUPER GENDER GAP
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HOW YOU CAN STAY UPDATED WITH THE INVESTMENT MARKET
Investing isn’t just about whether you have enough money, it’s also about researching the market to find the opportunities right for you. However,...
CORPORATE vs INDIVIDUAL TRUSTEE
If you have a Self Managed Superannuation Fund (‘SMSF’), the Fund is considered to be a trust and must therefore have a trustee. There are two...
WHO IS LEFT TO LEND TO SMSFS?
Borrowing to buy a property in your Self-Managed Super Fund is a relatively new and exciting wealth creation strategy. Though it is not suited for...
DOWNSIZER CONTRIBUTIONS INTO YOUR SMSF
As of 1 July 2018, people aged 65 years or older are able to make downsizer contributions into their superannuation fund of up to $300,000 from the...
COSTS OF INVESTING IN PROPERTY
There are many fees associated with investing in property that impact overall cost and profit. Costs to buy and sell Buying and selling property...
WHAT IS THE RIGHT AMOUNT OF LIFE INSURANCE
How do you decide what amount of life insurance is the ‘right’ amount, especially when there are so many unknowns? Life insurance should ideally...
SUPER GUARANTEE RATE RISE
An increase to the superannuation guarantee (SG) is set to go ahead from 1 July which will see the base rate rise from 9.5 per cent to 10 per cent,...
INCREASE TO SUPERANNUATION CONTRIBUTION CAPS
From 1 July 2021, Australians will be able to put more into their super as the concessional and non-concessional contribution caps as well as the...
DO YOU HAVE ATO HELD SUPER
As of 30 June 2020, $13.8 billion was held by the Australian Taxation Office (ATO) as lost or unclaimed superannuation in accounts across Australia....