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Posts Tagged ‘superannuation’

UK State Pensions: Mitigating the Impact of Inflation and Market Volatility

August 11th, 2022

Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more

Important Payroll & Superannuation Updates

June 28th, 2022

As we wave goodbye to another Financial Year, it is important that you are aware of the important updates to payroll and superannuation that took effect from 1 July 2022. In this article, we’ll look at the changes and what you may need to be prepared for now that they are in force. Superannuation Guarantee One ofread more

Reverse Mortgage – Your Key to a More Comfortable Retirement?

May 26th, 2022

For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more

Preparing for Retirement – Financially and Beyond

March 25th, 2022

As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more

Update – ATO Electronic Correspondence and Communication Preferences

November 19th, 2021

You may have caught our article a few months ago regarding the moves the Australian Taxation Office (ATO) is making in shifting their correspondence to business owners from paper-based “snail mail” to electronic formats. As the roll-out and wider adoption of these changes continues, we are seeing a few instances where information isn’t reaching theread more

Annual Wage Review – Final Stage

November 3rd, 2021

Earlier this year, we covered the 2.5% increase to the national minimum wage and all award wages (see the article here). The changes have been rolled out in three stages, and we’re already at the third! The increases announced as a result of the Annual Wage Review first came into effect on 1 July, withread more

Stapled Superannuation Funds and Other Super Updates

October 15th, 2021

Many Australians are familiar with the frustration and financial cost of maintaining several superannuation funds as we change jobs over time. As employers have a default fund, into which many new starters will elect to have their super paid, a large number of workers end up with multiple super funds that may have very littleread more

Making Good Financial Decisions at a Young Age

September 10th, 2021

Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more

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