April 2022 Newsletter

    The Rich Life Vol 56

    March 31, 2022
    Welcome to an early Federal Budget edition of our April newsletter. As the Morrison Government clears the decks ahead of a May election, Australians will be weighing up the impact…
    Super for couples

    Sharing super a win-win for couples

    March 31, 2022
    Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with much less…

    Avoid the rush: Get ready for June 30

    March 1, 2022
    It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order? With all the disruption and special support…
    Insurance cover

    Taking cover in changing times

    February 2, 2022
    The pandemic has changed the way so many of us live, with jobs, travel, and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it…
    October News 2021

    The Rich Life Vol 50

    October 1, 2021
    It’s October and with grand finals season almost over the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and…
    Superannuation

    Your SMSF – wind it up or pass it on?

    October 1, 2021
    Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of…
    Super Performance

    Spotlight on super performance

    October 1, 2021
    Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier…
    Superannuation Cover

    Don’t take super cover for granted

    September 3, 2021
    Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying…
    Gold Coast Financial Planners

    Weighing up the costs and benefits of an SMSF

    April 30, 2021
    For many people, the idea of managing and investing your own retirement savings is very appealing. But there is debate over whether running your own self-managed super fund (SMSF) is…
    Making a Super Split

    Making a super split

    April 6, 2021
    Separation and divorce can be a challenging time, often made all the more difficult when you have to divide your assets. So how do you go about decoupling your superannuation?…

    There’s more than one way to boost retirement income

    March 2, 2021
    After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer…

    Superannuation Announcement

    February 26, 2021
    With yesterday’s announcement of the AWOTE (Average Weekly Ordinary Time Earnings) figure for the December 2020 quarter, the super contributions caps are set to increase from 1 July 2021 as…

    Big Four Banks and QSuper leaving the party?

    October 14, 2020
    2020 has been a year like no other. A global pandemic, Australia’s first recession in nearly 30 years, record low interest rates, volatility in both shares and property markets, and…

    How super is your life insurance?

    September 9, 2019
    For most people, life insurance provides a safety net against unexpected events. This is particularly the case if you have a mortgage, debts or family who are dependent on you…
    Superannuation, retirement planning, financial planning

    How much super is enough?

    May 7, 2019
    Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru,…

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