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Taxation and superannuation rules include many potential benefits and deductions. But if you don’t fulfil the requirements or miss a time deadline you may miss out. This fact file can help you prepare for the financial year end and sets out some things you can discuss with us. Topics include: Supercharge your superannation ‘Salary sacrifice’ [...]
Posts Tagged ‘superannuation’
End of Financial Year Preparation
Posted by Rebecca on June 12th, 2011
Posted in Financial Planning, Investment, News, Super 
Tags: end of financial year, financial planning, superannuation, tax deductions, taxation 
Comments OffBorrowing Rules for SMSF: An introduction
Posted by Rebecca on February 26th, 2011
While self managed super funds (SMSFs) can borrow for investment purposes, special rules and restrictions apply. It’s important you understand the rules and seek specialist financial planning advice on your circumstances. What are SMSF borrowing rules? The borrowing rules offer excellent opportunities for SMSFs to maximise earnings by allowing the funds to gear (borrow to [...]
Posted in Financial Planning, Retirement, Super Tags: borrowing, capital gains tax, direct property, retirement, smsf, superannuation Comments OffInScope July-September 2010: Election Impacts
Posted by Rebecca on September 10th, 2010
The re-election of the Australian Labor Party (ALP) will have a number of consequences for investors and retirees. In this issue of InScope, we focus on the initiatives that formed part of the ALP’s election and policy platform and that may become law in the near future. It’s important to be aware of any potential [...]
Posted in Financial Planning, Investment, News Tags: financial planning, inscope newsletter, investment, superannuation Comments OffFind your lost superannuation for free
Posted by Rebecca on June 27th, 2010
| Do you change jobs regularly? Do you have multiple superannuation accounts? Have you forgotten your account details or misplaced your information for one or more super funds?
If you do, the chances are you can find them using the ATO’s free SuperSeeker. All you need is your name, date of birth and tax file number. Also, if you do, then the chances are you are paying a lot of management fees for your various super accounts. Let Prestige Wealth Partners consolidate and simplify your superannuation benefits. |
 Have you lost your super details? |
Transition To Retirement Income Streams (TTR)
Posted by Rebecca on June 27th, 2010
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Are you approaching retirement? The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working.
Many people are also concerned about whether or not they have saved enough super. A transition to retirement strategy can help you ease into retirement and boost your super in a tax effective way. |
Posted in Financial Planning, Super Tags: pension, superannuation, transition to retirement, ttr Comments OffIntro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
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Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements. It’s important to understand more about SMSFs to determine if this option is right for you. |
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Posted in Financial Planning, Investment, Retirement, Super Tags: factsheet, pension, retirement, smsf, superannuation Comments OffSuperannuation Basics: What you have to know
Posted by Rebecca on June 20th, 2010
| Superannuation is a specialised type of investment designed to help you accumulate a significant level of savings for your retirement.
To encourage you to save for retirement, the government provides special tax advantages for super investments. Prestige Wealth Partners can help you maximise your superannuation for retirement whilst minimising your income tax. |
 Superannuation is extremely important for your future quality of life |
