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Changes from 1 July 2021 will impact how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

Many people ask the question about paying off one’s mortgage vs making super contributions. This is an interesting question especially in such a low interest rate market. Remember, for most people, putting extra cashflow into super (as Concessional..

2020 is proving to be the most challenging time for investment markets in a generation. The common advice from traditional financial advisers is to do nothing and ride it out. But this may not be the optimum approach for every investor, particularly..

On 22^nd March 2020, the government announced a 50% reduction in the minimum income drawdown from account-based pensions and similar retirement products for the remainder of the 2019-20 and 2020-21 financial years.

We always knew that a Government scheme swiftly distributing cash during a crisis was going to come with equally swift compliance and review measures, particularly when eligibility was self-assessed. Two major Australian Taxation Office (ATO)..

During market downturns, investors are typically advised to stick with their existing asset allocation that is based on a risk profile, rather than crystalise their losses. The advice is offered in the hope that the downturn will be short lived and..

Here is a summary list of the tax and super changes that come into effect on 1 July.

Today, approximately 500 super funds are operating in Australia, with assets approaching $3 trillion. Superannuation is either the largest single asset held by Australians or the second most valuable asset behind the family home. Making the most of..

The end of the financial year is fast approaching. Now is a great time to prepare and seek additional advice on the management of your superannuation and tax.