I was honoured to receive the Future 2 Community Services Award at the Financial Planning Association (FPA) conference in late November. The following appeared in Professional Planner website and an article will appear in the next FPA newsletter which I will share in due course Reuben Zelwer,...
In the last couple of weeks, Commonwealth Bank have refunded millions of dollars of insurance premiums...
One of the positive superannuation changes coming into effect from 1 July 2017 is your ability to claim a tax deduction for personal contributions to superannuation, regardless of your employment arrangements. Under the current rules, if you earn more than 10% of you total income in...
Over the years, I have worked with many executives in public companies who earn a large portion of their income by way of share bonus plans. For those lucky enough to have this opportunity, it is a fantastic way to accelerate your path to financial...
Are you clear on what after tax (non‑concessional) contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions are you clear on what non-concessional contributions you can make to superannuation now? Non-concessional contributions are contributions...
On the 3rd of May, federal treasurer Scott Morrison put forward a number of proposed changes, mainly around contributions to superannuation and taxation. Here’s a brief roundup of what the proposals regarding superannuation could mean for you. Remember, proposals are not set in stone and...