Yours, mine & ours – estate and succession planning for modern families
October 2, 2023
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes…
The Rich Life Vol 74
October 2, 2023
The warmer weather and spring rains are a welcome break from the colder months. And, while outside activities become more tempting, don’t forget to find a moment or two to…
How a super recontribution strategy could improve your tax position
October 2, 2023
Withdrawing part of your superannuation fund balance then paying it back into the account, known as a recontribution strategy, may sound a little strange but it could deliver a number…
The Rich Life Vol 73
September 12, 2023
September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and…
Should I buy Insurance through my super?
September 12, 2023
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may affect your family’s financial wellbeing….
How to boost your super with a lump sum
August 1, 2023
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided…
Will these super changes affect you?
July 4, 2023
As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon. Australians…
How to get super ready for EOFY
April 4, 2023
Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to…
The Rich Life Vol 62
October 4, 2022
It’s October and the footy finals are almost over, depending on which code you follow. In Canberra though, Treasurer Jim Chalmers is warming up for his first Budget on October…
Mortgage vs Super
October 4, 2022
With interest rates on the rise and investment returns increasingly volatile, Australians with cash to spare may be wondering how to make the most of it. If you have a…
The Rich Life Vol 59
July 1, 2022
Welcome to our July newsletter and the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock…
A super window of opportunity
July 1, 2022
New rules coming into force on July 1 will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the…
The Rich Life Vol 58
June 1, 2022
June has arrived and so has winter, as the financial year draws to a close. Now that the federal election is out of the way, it’s time to focus on…
A super end to the financial year
June 1, 2022
As the end of the financial year approaches, now is a good time to check your super and see what you could do to boost your retirement nest egg. What’s…
Salary sacrifice to cut tax and boost your super
May 27, 2022
This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so you don’t pay more tax…
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