Testamentary trusts: the benefits and considerations
Benefits of using a testamentary trust Testamentary trusts are established under a valid will to provide a greater level of control over the distribution of
WARNING – DO NOT LOSE YOUR INSURANCE
WARNING – DO NOT LOSE YOUR INSURANCE… Today, superannuation funds all over Australia will start mailing their members about their
Australian Federal Budget – What can you believe?
Tonight, the Treasurer of Australia, Josh Frydenberg will hand down his first Federal Budget. It will also be the first budget for Scott Morrison as
How much is really needed in retirement?
In the UK in 2014, The Independent Review of Retirement Income (IRRI) was commissioned to look at retirement incomes. Two recommendations from IRRI were: “The
Superannuation: Add to super in your 30s to retire comfortably
FOR anyone in their 30s who can afford to put money into their superannuation, now is the time to start. Even just salary sacrificing $50
Labor’s franking policy is a ticking bomb for all super funds
The Australian Labor Party (ALP) proposal to limit cash refunds of franking credits will clearly impact many pension phase SMSFs, but we believe it also
Minding the gap: older women head back to work to bridge superannuation shortfall
A lack of superannuation, rising rents, underemployment due to raising children or caring for family and marriage breakdown are all factors that can lead women
Beyond the Royal Commission: 10 super strategies to protect your retirement
1. Adjust your income during your working life If you have left saving for retirement until later in life, or have suffered financial losses due
Labor promises boost to women’s superannuation including payments on parental leave
The Labor Party has today announced a bold move for closing the superannuation gender gap, pledging $400 million to help pay super during parental
Why early retirement is a pipe dream
GENERATION X wants to retire at 63 but believe they will need to work almost a decade longer to be able to afford it. New