News and Insights

Superannuation Advice: The Essential Guide for Australians in Their 40s and 50s

September 25th, 2024

Superannuation is a crucial aspect of retirement planning in Australia, especially for those in their 40s and 50s. As you approach retirement, understanding how to manage and maximise your superannuation is essential. This guide covers the basics, strategies, and common pitfalls to help you make the most of your super. Understanding Superannuation Basics Superannuation, or […]

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12 Clever EOFY Tax & Super Strategies to Retire Early

May 7th, 2024

It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

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Catch up contributions

April 1st, 2024

In this article, we will dive into the details of catch up contributions in superannuation, including eligibility criteria, benefits, strategies, tax implications, common mistakes to avoid, planning for retirement and calculating allowable contributions.

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Downsizer Contribution: Make the most of out of your retirement

March 8th, 2024

Downsizer contributions can be a powerful tool in your retirement strategy, allowing you to make the most of the equity built up in your home. By understanding the eligibility criteria, benefits, and potential pitfalls, you can leverage this strategy to boost your super and enhance your financial security during retirement.

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Superannuation Advice: Everything you need to know to retire early

February 7th, 2024

Superannuation is a crucial aspect of financial planning, especially when it comes to retirement.This article aims to provide a comprehensive guide to understanding different types of superannuation funds, key factors to consider, and strategies for maximising your superannuation.

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The Ultimate Guide to Self Managed Super Funds

January 28th, 2024

Explore the ultimate guide to self-managed super funds (SMSFs) in this comprehensive article, covering understanding, setup, management, benefits, risks, and challenges. Whether you’re a seasoned investor or new to SMSFs, discover everything you need to know about taking control of your retirement savings.

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7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

October 28th, 2023

We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and executives, and they can save […]

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