Asset Rich but Cash Poor
Believe it or not for retirees the family home can be a source of income without the need downsize or rent out a room on Air bnb. Your home can be a secret little gold mine if you know where to dig. According to a […]
Category Archives: Super
Continue Reading >>
Posted in Financial planning, Super.
Income in Retirement – how much is enough?
The ASFA Retirement Standard is released every quarter and benchmarks the living costs for Australians seeking either a modest or a comfortable retirement lifestyle. ASFA describes a modest lifestyle as being quite basic without much money for home maintenance and discretionary spending. There is no […]
Posted in Financial planning, Super.
Carry-forward unused concessional contributions
One of the questions that has been coming across my desk a lot lately relates to the ability to carry forward the unused portion of a concessional contribution cap. How can you make a significantly larger contribution to super and obtain a much higher tax […]
EOFY 2021 – Super Is Worth Considering
As we approach the end of the 2021 financial year, it is important not to forget long term planning for retirement. We would like to highlight some superannuation related issues worth considering. We are here to assist you and if you have questions, or you […]