Downsizer contributions are a valuable option for older Australians looking to boost their superannuation savings.
Introduced as part of the Australian Government’s efforts to address housing affordability and provide greater flexibility in…
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Certain conditions and criteria may enable someone to access their superannuation.
Let’s examine the circumstances that a superannuation fund can be accessed:
Preservation Age and Retirement
The preservation age is the earliest point at which…
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As the End of the Financial Year (EOFY) approaches, employers and self-employed individuals must ensure their superannuation contributions are processed efficiently and on time.
Utilising a superannuation clearing house can streamline this process,…
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Ethical investing has become increasingly important for individuals managing their superannuation funds.
As awareness of environmental, social, and governance (ESG) issues grows, many Australians want to align their retirement savings with personal…
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The Federal Budget was handed down last week (14 May), with several announcements pertaining to the superannuation industry and pensioners.
Social Security Deeming Rates
The Social Security deeming rates, crucial components of the income assessment…
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Millennials and Gen Z are facing some of the most difficult challenges when it comes to financial priorities.
Between paying off HECS debts/HELP loans and saving for a first home, these immediate concerns can often overshadow long-term goals…
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In retirement planning, understanding your personal transfer balance cap is essential for managing your superannuation and maximising your tax benefits.
This lifetime limit dictates the amount you can transfer into retirement phase accounts,…
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As retirement looms, ensuring a comfortable and secure future becomes a top priority for many individuals.
One essential aspect of this preparation is maximising superannuation contributions. With the right strategies, you can harness the power…
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Retirement marks a significant milestone in one’s life, accompanied by important financial decisions, especially regarding superannuation.
As individuals transition into retirement, they must carefully consider whether to withdraw their super…
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Managing a Self-Managed Super Fund (SMSF) requires careful attention to deadlines and compliance requirements. However, despite our best intentions, sometimes life gets in the way, and we miss important deadlines.
One of those deadlines could…
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For small businesses in Australia, managing superannuation payments for employees can be a time-consuming and complex task.
Super guarantee payments must be made quarterly, with the next due date being the 28 April.
However, the Australian Taxation…
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Ethical investing has gained significant traction recently as investors increasingly seek to align their financial goals with their values.
Within superannuation, ethical investing allows individuals to positively impact society and the environment…