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Super

How concessional super contributions can turbocharge your wealth

Insights, News, Super, Tax
Many Australians in their 30s, 40s and 50s have mastered the basics of personal finance – you pay your mortgage, build some investments, and even throw some money into super when you can. But with rising tax pressure and the cost of living squeezing every dollar, it’s easy to put superannuation in the “set and…

Navigating UK National Insurance: What Australian residents need to know

Insights, News, Super
For many Australians who have lived and worked in the UK, understanding National Insurance (NI) can feel like unravelling a complex web. Whether it’s about accessing your UK state pension, voluntary contributions, or tax implications, this guide simplifies everything you need to know to help you maximise your retirement nest egg. What is UK National…

How much super do I need to retire at 60?

Insights, News, Savings, Super
As you approach retirement, your strategy for managing superannuation is likely to evolve. While your personal circumstances will play a significant role in shaping your approach in your 60s, there are still several ways to enhance your super before you retire. Everyone envisions retirement differently. Some dream of traveling the world annually, while others prefer…

Adding more to your retirement savings: is it worth it?

Insights, Investing, News, Super, Tax
Being proactive with your superannuation can significantly boost your retirement savings. Superannuation offers substantial benefits as an investment vehicle, including tax concessions and the power of compounding interest. Why Superannuation Holds Great Promise for Retirement Savings Making additional contributions to your superannuation can significantly grow your balance through tax concessions and compounding interest. During the…

Transition To Retirement

Insights, News, Super, Tax, TTF
Crafting the retirement lifestyle, you’ve earned demands thoughtful preparation. Many people are unaware that upon reaching the required preservation age they can access a portion of their superannuation without having to leave their employment via a tailored Transition to Retirement strategy (TTR). Navigating the path to retirement A TTR strategy allows you to enjoy flexible…

Everything you need to know about accessing your super

Insights, News, Super, Tax
Understanding when and how to access your superannuation is essential for making informed decisions about your financial future and ensuring you’re prepared for a secure and comfortable retirement. Superannuation is a key component of your retirement plan. Knowing when and how you can access your superannuation is crucial to making informed decisions about your financial future. In…

5 super tax saving strategies

Insights, News, Super, Tax
We’re approaching the end of the financial year and many Australians are scrambling for ways to pay less tax. Here are five tax-saving strategies that you can do with your super that will put more back in your pocket at tax time. 1. Salary sacrifice One of the simplest tax-saving strategies with super is salary sacrificing.  Arrange with your…

10 tax tips for getting extra cash this end of financial year

Insights, News, Super, Tax
The end of the financial year is almost here and many Australians are scrambling to find ways to reduce their tax. While we encourage taking a longer-term, strategic view on tax planning, there are a few quick tax tips for getting extra cash in your back pocket.  Here is a list of tax tips for getting…

How can you buy property with your superannuation?

Budget, Insights, Investing, News, SMSF, Super
Self-managed super funds (SMSFs) remain a popular retirement funding option for Australians due to greater control and investment flexibility. Many SMSF members have also gone on to harness an SMSF’s full potential with property investment.  In this post we explore why you may want to use your super to buy property through an SMSF and…

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