Federal Budget Q&A - Superannuation

12 May 2016

The Government is replacing the previous cap of $180,000 per year (or $540,000 over 3 years under the ‘bring forward’ provisions) with a lifetime cap of $500,000. This will be indexed, presumably on an annual basis. While this change is effective from Budget night, importantly it is also retrospective as it will take into account all non-concessional contributions made since 1 July 2007.

Stay on top of your bills for a good credit rating

29 Jan 2016

As at 12 March 2014, the Australian laws for credit reporting (also known as your credit rating) have changed. This change means you will now be assessed on whether you pay your bills on time (rather than if you have occasionally paid them late). Now, more than ever, it is important to effectively manage your household finances.

Ever wonder where your money goes?

20 Jan 2016

It doesn’t matter how much money you have or make, sometimes it just doesn’t feel like it is enough. When you create and stick to a budget, at least you know how much you actually have and what you can do to make the best of it.

Choosing a financial adviser

16 Dec 2015

Many people don’t consider consulting a financial adviser until they are close to retirement. However, to reach a reasonable level of financial security, the earlier you start a regular plan of saving and investing, the better.

Uncovering the mystery of tax on super

23 Nov 2015

The rules regarding super and tax are complex and, for many, the tax paid when putting money into super, its earnings while invested, and when benefits are finally paid can be a mystery. We take a look at how superannuation is taxed.

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