2022 Budget: The ‘Stronger Future For All Australians’ proposed measures On 29 March 2022, Treasurer Josh Frydenberg delivered the 2022-23 Federal Budget. We provide an overview of key proposed policy measures that may be relevant to you and your personal finances. Treasurer Josh Frydenberg delivered the 2022-23 Federal...
Written and accurate as at: Mar 15, 2022 Current Stats & Facts According to the latest ATO data*, at 30 June 2021, there were over 598,000 self-managed super funds (SMSFs) collectively holding $822 billion in super assets—and there were over 1.115 million members of SMSFs. While the above figures...
If you work casual or part-time, take time out of work, or have ‘lumpy’ income, it can mean periods where no super contributions are made. In this article, we discuss the carry-forward provision. Written and accurate as at: Feb 15, 2022 Current Stats & Facts Super can...
Written and accurate as at: Jan 13, 2022 Current Stats & Facts Reflection can be a useful tool when entering a new year and looking to build upon what you have already achieved towards your goal. Reflection can help identify present habits that are either aiding (desirable), or hindering...
Written and accurate as at: Dec 09, 2021 Current Stats & Facts Treasurer Frydenberg delivered the 2021-22 Budget on 11 May 2021. Notably, within the Budget papers were key proposed super measures, relevant to wealth accumulators and retirees alike.Of these measures, several encompassed changes to the Super Guarantee,...
Written and accurate as at: Nov 15, 2021 Current Stats & FactsAccording to 2016 Census data*, about 76% of over-65s are homeowners, while 12% are renters and 11% are in other tenure arrangements (eg living in a residential aged care facility or rent-free with family or friends). Notably,...
In our retirement years, a time may come when we need to consider aged care services to help with looking after ourselves. In this article, we discuss several different types of aged care services. Written and accurate as at: Oct 12, 2021 Current Stats & Facts When it...
Written and accurate as at: Sep 15, 2021 Current Stats & Facts Approximately 45% of Australians* pass away intestate—meaning they pass away with no Will or an invalid Will. An implication of passing away intestate is that an individual’s estate is distributed in accordance with the intestacy rules of...
Your retirement income (and outcome) can be intrinsically linked to your accumulation, and use, of wealth inside super. In this article, we provide tips on reviewing your annual super statement. Written and accurate as at: Aug 12, 2021 Current Stats & Facts When it comes to retirement, many...
With 30 June coming up, please consider putting aside time to review your personal finances—and take action, prior to this date, if appropriate. In this article, we provide EOFY planning tips. Written and accurate as at: May 20, 2021 Current Stats & Facts The end of the...
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