A Wealth of Advice

When Unexpected Illness Strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight. At the time of her diagnosis, Wendy, then 47, was loving life, enjoying peak career success working for a pharmaceutical company, and a newfound romance with David, whom she had met six months earlier. At first, Wendy…

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June 8 2017 Article ByAnne Street Partners

SMSF – What’s the Starting Point?

There has been plenty of discussion from a range of different sources on the optimum superannuation balance to setup a Self-Managed Super Fund (SMSF) – but much of it is up for debate and most SMSF providers have their own guidance on what they feel is a correct level of funds. Perhaps you’ve thought about…

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May 23 2017 Article ByAnne Street Partners

Self-Managed Superannuation Funds Can Have Considerable Benefits for Many

Self-managed superannuation funds (SMSFs) have been the fastest growing sector of the superannuation industry for the past decade, as many investors and retirees have begun to realise the potential benefits. According to data from the Australian Taxation Office (ATO), the number of SMSFs in operation has grown from less than 100,000 in 1994 to 582,000…

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February 7 2017 Article ByJason Dunn (GM Strategy & Distribution)

SMSF Assets Hit Record High, but Funds Still Hoarding Cash

Too many eggs in cash basket A rise in the number of self-managed superannuation funds (SMSF) and their assets to all time highs in the June quarter of 2016 highlights the appeal of do-it-yourself investing for many Australians. But SMSFs are still piling a considerable level of money into cash, which may reduce wealth creation…

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October 10 2016 Article ByJason Dunn (GM Strategy & Distribution)

2016 Federal Budget Superannuation Reforms

Are you clear on what non-concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap, in the 2016 Federal Budget, for non-concessional contributions are you clear on what non-concessional contributions you can make to superannuation now? Non-concessional contributions are contributions that are made to super…

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September 26 2016 Article ByAnne Street Partners

Government Announces Changes to Superannuation

Today the Government announced significant changes to the proposed superannuation reforms. The key proposals: The $500K lifetime Non-Concessional Contributions (NCC) Cap has been dropped. The Government has instead announced a reduction of the current annual NCC Cap from $180K to $100K from 1 July 2017. This will mean you can continue to contribute NCCs of…

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September 15 2016 Article ByAnne Street Partners

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