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Wealth Creation

The Rise in the Preservation Age for SMSF Members

August 17th, 2015

The rise in the preservation age for SMSF members has taken effect last 1 July 2015. The preservation age is the minimum age that a member can access their preserved super benefits without satisfying another condition of release. A member must reach their preservation age in order to start receiving a transition to retirement incomeread more

MPM Finance – What can we do for your business?

July 20th, 2015

We have helped many different businesses achieve great results through our practical and innovative process, which is designed to save you money! Many clients have benefited from our (Free) Competitive Tendering Process, where we have the banks bid for your business as we have access to a large list of business lenders.  Our clients haveread more

Welcome to the Winter Edition of The Count Report

June 10th, 2015

June 2015 In this edition of the Count Report, our feature article, ‘Drive your wealth strategy this EOFY’, looks at nine simple but effective ways to fine tune your strategy before June 30. A common question that I often hear clients ask is whether to hold personal insurance inside or outside super. Getting it rightread more

Whats in the Federal Budget for SMSFs?

May 28th, 2015

Fortunately nothing major with most of the changes having already been flagged by the media. Having said that there are a number of items that will impact some people which are not directly in relation to superannuation and we encourage you to read on... Social Security Income Test – Defined Benefit Pensions For individuals who areread more

Superannuation Changes in the 2015/2016 Federal Budget

May 19th, 2015

The Federal Budget contains no detrimental changes to superannuation, as expected – in fact, there were only a few minor changes which are listed below. Federal Budget Proposals Social Security Income Test The social security income test for individuals in receipt of a defined benefit pension from superannuation will be amended with effect from 1read more

Smart Super Strategies: Getting Started

April 28th, 2015

Superannuation can be one of the most effective ways to build you retirement nest egg. There is a range of strategies you can consider to boost your super savings. Consolidate your super If you've had several jobs since you started working, you may have money in more than one super fund. More than one superread more

Welcome to the Autumn edition of The Count Report

April 22nd, 2015

April 2015 In this edition of The Count Report, our feature article 'Rise as the dollar falls', we look at the recent performance of the Australian dollar and what it means to your investments. In 'Teaching kids the secrets of success', we share some tips to help your children and grandchildren become wealthy and wise.read more

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