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How To Ensure Your Wishes Are Met When Leaving A Legacy
How To Ensure Your Wishes Are Met When Leaving A Legacy

As a financial adviser, part of my job is to help my clients plan for their future, and that includes planning for what happens to their Superannuation when they pass away. Let’s investigate this intriguing topic. Cracking the Superannuation Code First things first, your superannuation isn’t automatically included in your Will unless you have given […]

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Don’t Forget To Pay Your Employees’ Superannuation On Time, Big Brother At The ATO Is Watching…
Don’t Forget To Pay Your Employees’ Superannuation On Time, Big Brother At The ATO Is Watching…

The Australian Taxation Office (ATO) is using its Single Touch Payroll (STP) reporting system to enhance its monitoring, identification, and auditing of employers who are failing to pay their employees’ superannuation contributions. STP is an electronic reporting system that allows employers to report salary and wage information, payroll tax, and superannuation contributions to the ATO. […]

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New Legislation And A New Government – What’s Ahead In The New Financial Year?
New Legislation And A New Government – What’s Ahead In The New Financial Year?

The new financial year is fast approaching and with this comes various legislative changes enacted from the previous Government. There have also been a number of changes proposed by the new Government, which may take effect in the coming months. Here’s what you need to know. Legislated Changes Below is a brief summary of some […]

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Making the Most of Your Defined Benefit Superannuation Scheme
Making the Most of Your Defined Benefit Superannuation Scheme

If you have a defined benefit superannuation scheme you have no doubt been told at some stage how lucky you are to have a great superannuation fund. Whilst this statement is somewhat true, its only a great fund if you make sure you maximise your final retirement benefit. Most people today have a normal superannuation […]

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How to Approach Superannuation Planning in Your 20s, 30s, 40s & 50s
How to Approach Superannuation Planning in Your 20s, 30s, 40s & 50s

It’s never too early or too late to start planning for life after work, but where do you begin? If you’ve been thinking about the future and what it might look like, then please see our guide below. There’s no “one-size-fits-all” approach to superannuation, but based on your stage of life it can help to […]

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