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Posts Tagged ‘superannuation’
The Importance of a Long-Term Investment Perspective
February 17th, 2023As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread more
Commonwealth Seniors Health Card – Eligibility Update
October 19th, 2022If you or someone you know is approaching, or has reached, retirement age, you may have come across the Commonwealth Seniors Health Card (CSHC). This card gives holders access to benefits that may reduce the burden of medical bills as they grow old, but those with retirement income over a pre-defined threshold are not eligible.read more
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more
Important Payroll & Superannuation Updates
June 28th, 2022As we wave goodbye to another Financial Year, it is important that you are aware of the important updates to payroll and superannuation that took effect from 1 July 2022. In this article, we’ll look at the changes and what you may need to be prepared for now that they are in force. Superannuation Guarantee One ofread more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
Update – ATO Electronic Correspondence and Communication Preferences
November 19th, 2021You may have caught our article a few months ago regarding the moves the Australian Taxation Office (ATO) is making in shifting their correspondence to business owners from paper-based “snail mail” to electronic formats. As the roll-out and wider adoption of these changes continues, we are seeing a few instances where information isn’t reaching theread more
Annual Wage Review – Final Stage
November 3rd, 2021Earlier this year, we covered the 2.5% increase to the national minimum wage and all award wages (see the article here). The changes have been rolled out in three stages, and we’re already at the third! The increases announced as a result of the Annual Wage Review first came into effect on 1 July, withread more
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