Taking action on your Super now just became so much more important, with lifetime caps and reduced annual contribution rates announced in the May budget potentially being legislated.
Empowering Your Financial Future with Expert Guidance
Super strategies for Super women
Career breaks to raise children or look after elderly parents, as well as higher instances of part time work mean that Australian women are retiring with an average Superannuation balance less than half of men.
The age old question – Do I pay off the mortgage or contribute to Super?
With ongoing interest rate cuts over the last three years, and proposed changes to the Superannuation laws, it can be difficult to know whether your savings should be put towards paying off your mortgage or building your Super balance. Read on to find out more and calculate your options with the ASIC Super v s Mortgage Calculator.
Matthew Lane WINS 2016 ‘Excellence in Advice’ Award
Principal Adviser, Matthew Lane, from Wealth Fundamentals is the winner of the prestigious ‘Excellence in Advice’ Award presented at the 2016 Fortnum Financial Advisers Awards held in July .