How often do you stop to think about what’s really important to you in life? Values are the beliefs and principles that you believe are important in the way that you live and work. They give meaning to the things we do. They are individual to us, guide our behavior and allow us to […]
READ MOREHas inflation peaked?
As you might have seen, inflation looks to have turned the corner, even though the jobs market remains as strong as any period in history. In fact, inflation seems to be moderating globally, albeit at different speeds in different regions. They say markets often climb a wall of worry and that has certainly been the […]
READ MOREFederal Budget May 2023 Snapshot
Summary The May 2023 budget yet again, proves that Australia is the ‘Lucky’ country. Thanks to a huge revenue windfall due to record low unemployment rates and a spike in commodity prices, the Treasury Department are forecasting a $4 billion budget surplus this year, the first in 15 years. This is a massive turn […]
READ MORE30% super tax
The government has announced that from 1 July 2025, earnings from superannuation balances over $3 million will attract a 30% concessional tax rate, doubling the current 15% tax rate. Why? In its media release, the Albanese Government reasoned it is making our superannuation system more sustainable and fairer. They expect to raise a further $2 […]
READ MOREHappy holidays
We’re just about done for the year and looking forward to taking some time out with our families and friends to recharge. We hope you’re spending time with loved ones and if you’re getting away over the holidays, safe travels. Note that our office is closed from this Thursday 22nd December until Thursday 5th January […]
READ MOREFederal Budget – October 2022 Snapshot
In his first budget on Tuesday, Treasurer Jim Chalmers handed down a conservative budget as Labor sought to meet its pre-election commitments.
READ MORESuper changes from July 2022
When the 2021 budget was handed down, a number of changes were proposed to superannuation. Legislation changes generally take some time and recently, most of these were passed, albeit they don’t apply until 1 July 2022. Work test requirements For those over aged between 67 and 74 wanting to contribute to super, there is a […]
READ MOREFederal Budget 2022 Snapshot
Once again, a budget windfall, thanks to higher commodity prices, has allowed the government to spend more and forecast lower budget deficits. The 2022-23 deficit is now forecast to be $80 billion lower than last year’s estimate. Given a federal election is looming, this budget was somewhat constrained on the spending side compared to prior […]
READ MOREWhen conflicted advice turns ugly
You may have seen in the news recently that Dixon Advisory Superannuation Services, Australia’s fourth largest superannuation advice firm, was placed into voluntary administration. It represents stress and potential losses for their thousands of clients and another big reputational hit to our industry. What went wrong? It wasn’t because their accounting software failed or tax […]
READ MORE2022 – the year you make those promised changes
Like many Australians, the last couple of years have led us to critically examine what’s important in life. What have we achieved since the start of the pandemic (even if that’s just making it through relatively unscathed), and what have we resolved to change this year? 2022 provides a fresh start, a time to change […]
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