self-managed superannuation fund administrators

On The Money – March 2019

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Single Touch Payroll Single Touch Payroll (STP) commenced on July 1, 2018 for large employers (with 20 or more employees), however, from 1 July 2019 small employers (with less than 20 employees) are required to report details of employees’ tax withholding and superannuation...

FEDERAL BUDGET 2019 – EXCLUSIVE INSIGHTS AND REPORTS

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INDIVIDUAL TAX RELIEF VIA INCREASED LMITO What is the proposed measure?  The previously proposed (and legislated) low and middle income tax offset (LMITO) will now be increased from a maximum amount of $530 to $1,080 a year for singles and the base amount will increase from $200...

Seminar – Reaching your full potential whilst in Retirement!

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Seminar – Reaching your full potential whilst in Retirement!   Whilst we generally try to run seminars that will help in some way with your future retirement and investment goals we thought it was worth trying a different type of subject this time around – Fulfilment...

Keeping In Touch January 2019

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Five ways to keep your financial resolutions this year Setting a goal for the New Year? Make it stick to help you secure your financial future. It’s that time of year when we set new financial goals – or revisit old ones – and promise ourselves we will accomplish them. But many...

On The Money December 2018

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Cash Flow – The Lifeblood of Your Business Business owners face a number of challenges that can keep them awake at night. To prosper you obviously need a good product or service and you should strive to provide awesome customer service. You might need to raise finance, you’ll...

Five ways to keep your financial resolutions this year

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Setting a goal for the New Year? Make it stick to help you secure your financial future. It’s that time of year when we set new financial goals – or revisit old ones – and promise ourselves we will accomplish them. But many of us struggle to stick to our resolutions. A study of...

On The Money September 2018

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Thinking Of Starting A Business? Finance before fun! Starting a business can be exhilarating but also exhausting. The start-up phase has a number of moving parts and you need to work your way through various rules and regulations. While the right business structure is important,...

2018 September Super Brief

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WATERSHED CASE RAISES QUESTIONS ABOUT THE VALIDITY OF MANY DEATH BENEFIT NOMINATIONS On the 24th August 2018 the Queensland Supreme Court handed down a judgment in the case of Narumon Pty Ltd as Trustee for the John Giles Superannuation Fund (the Narumon case) that is likely to...

Market Wrap July 2018

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Trade concerns flatten returns Share markets delivered solid returns in June. However, the gap between robust returns across most developed markets and weak returns in emerging markets continued. Australian equities continue to perform strongly. While the fundamentals remain...

The Estate Planner – March 2018

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What is a Domestic Partner? Who is a “domestic partner” has profound implications as far as estate planning is concerned, particularly when someone dies without a Will or a Valid Will. Whether a person is a domestic partner also has implications and whether a Will can be...