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Further changes to super contributions in 2024-25

Further changes to super contributions in 2024-25Couple weeks ago, I was talking about changes to superannuation in relation to concessional contributions. Those contributions are the most popular, especially while working, so no wonder that was a very popular topic....

Federal Budget – May 2024

Federal Budget – May 2024A new Federal Budget 2024 has just been introduced by the government. Please keep in mind that many of announcements have not been legislated yet, so be careful when implementing your financial strategies. I will go over the following...

How the land you own affects your Age Pension

How the land you own affects your Age PensionMany people who are preparing for retirement or who have already retired live in the country on the sizable land, and then, there are others that are looking for a “tree-change” and want to move away from the fast city life...

Positive Change

Positive ChangeAs most likely you know, I have been providing financial and retirement advice to Australian families for over 20 years and during that time I was lucky to get to know many amazing people. As a point of interest: my oldest client today is 94 years of...

When is my super payable?

When is my super payable?Superannuation is one of the best forms of saving for retirement. I think we can all agree on that one. So how would you feel if you were approaching your retirement only to find out that you have been shortchanged by hundreds of thousands of...
Federal Budget – May 2024

Federal Budget – May 2024

Federal Budget – May 2024A new Federal Budget 2024 has just been introduced by the government. Please keep in mind that many of announcements have not been legislated yet, so be careful when implementing your financial strategies. I will go over the following...

How the land you own affects your Age Pension

How the land you own affects your Age Pension

How the land you own affects your Age PensionMany people who are preparing for retirement or who have already retired live in the country on the sizable land, and then, there are others that are looking for a “tree-change” and want to move away from the fast city life...

Positive Change

Positive Change

Positive ChangeAs most likely you know, I have been providing financial and retirement advice to Australian families for over 20 years and during that time I was lucky to get to know many amazing people. As a point of interest: my oldest client today is 94 years of...

When is my super payable?

When is my super payable?

When is my super payable?Superannuation is one of the best forms of saving for retirement. I think we can all agree on that one. So how would you feel if you were approaching your retirement only to find out that you have been shortchanged by hundreds of thousands of...

Concessional contributions – what’s new

Concessional contributions – what’s new

Concessional contributions – what’s newWhen it comes to superannuation, it is necessary to keep up with the changes, and today we are talking about the update to the most popular type of superannuation contribution – concessional contribution to super. From 1st July...

The second tax haven – franking credits

The second tax haven – franking credits

The second tax haven – franking creditsLast week we were talking about: “How is tax calculated in retirement?” and the topics was investing into Australian Shares. As I didn’t want to overload with information, I thought I would continue the subject of Australian...

How is tax calculated in retirement

How is tax calculated in retirement

How is tax calculated in retirementToday is my favourite segment: “Your questions answered” and today’s question comes from Sven, who asked me: If I earn $50,000 per year from a super income stream and then I earn $18,000 from bank interest, is that 18k tax free or is...

Steps to prepare for retirement

Steps to prepare for retirement

You are ready to retire, and now what? Steps to prepare for retirement.I’m sure that in every country you have to put some thought into planning for your retirement. Well, at least to figure out if you can actually afford to retire. But Australian system is so  much...

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