Bancassurance? Don’t act like you know me I am not your homie
In the last couple of weeks, Commonwealth Bank have refunded millions of dollars of insurance premiums...
02 October, 2017
Financial Education Series
Superannuation contributions for employees
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...
19 September, 2017
The three mistakes executives make with their employee share plans
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...
12 September, 2017
2016 Federal Budget Superannuation reforms
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...
27 September, 2016
Federal Budget
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...
19 May, 2016
Is a Family Trust right for you?
A discretionary family trust is structure to hold assets in the name of an entity on behalf of family members. A trustee is appointed to manage the trust and the assets are all registered in the trustee’s name and are held by the trustee on behalf...
08 March, 2016