EOFY Super Checklist

If you are looking to make the most of your tax deductions before the end of the financial year, our End of Financial Year Super Checklist can help you to make the most of concessional caps, salary sacrifice and your SMSF.

Timing is everything

Just because you reach retirement age, it doesn’t mean you should give up work immediately. Seek advice and carefully consider the timing of your retirement so you can make the most of tax efficiencies and other entitlements.

Supersize your savings for retirement

While the rules and legislation associated with superannuation may change from time to time as evidenced in the recently announced 2016 budget, it is still among the most effective retirement strategies, and for many Australians superannuation is their main form of retirement income.

2016 Federal Budget

The 2016 Budget was mooted to be a benign budget with some changes to superannuation and heavy increases for smokers being the key points to be aware of.  As the budget was released, the actual reality was in stark contrast to pre-budget anticipation.  The major changes that have been implemented are in relation to superannuation and these changes will have an impact on our clients’ plans that are in place and also those plans that are being implemented into the future.