End of financial year is fast approaching! In this webinar our Super experts take you through actions you need to take and when, and the strategies you should consider now.
Webinar on Demand: EOFY Superannuation Strategies
2023-24 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the 2023–24 Federal Budget. The full Budget papers are available at www.budget.gov.au. The following provides the key points in relation to business, individuals and superannuation.
Proposed $3M Super Cap – what are the implications?
The Government recently announced a proposal to introduce a limit on tax concessions received by members in their superannuation funds. Learn more about how this affects you and your super.
New Tax on Super Balances over $3M
In this 8 minute video interview for The Education Network (TEN), Michelle Griffiths discusses the extraordinary new tax on superannuation balances over $3M, and what this may mean for you.
Webinar On Demand – How to run a Self Managed Super Fund
Have you ever thought about what’s involved in running your own super fund? This webinar covers possible scenarios you may encounter, limitations surrounding SMSF contributions, understanding legal jargon AND MORE.
How much do you need for an early retirement?
In this case study, we explore how our wealth projection tool can help to clarify how soon you can enter into a comfortable retirement.
Minimum age to make downsizer superannuation contribution approved
Effective 1 January 2023, eligibility to make a downsizer contribution to superannuation was officially extended by reducing the minimum age from 60 to 55 years. Learn more about what this means for you.
Hot Topics of 2022
What a busy year it has been for TAG and our clients! In this article we share our top 5 articles of 2022.
Will you outlive your money?
Your biggest risk in retirement is not losing your money, it is outliving your money. To fully understand this, you need to have a good understanding of the following financial areas.
New income test thresholds for the Seniors Health Card
Older Australians of age pension age may be entitled to obtain a Commonwealth Seniors Health Card (CSHC). It entitles you to receive cheaper medicines under the PBS, bulk billed doctor visits and a refund for medical costs once the safety net is reached.
2022-23 Federal Budget – Businesses | Individuals | Superannuation
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government’s first Federal Budget on 25 October 2022.
The following provides the key points in relation to business, individuals and superannuation.
Estate Planning Checklist – The Essentials
When thinking about estate planning for you and your family, there are many issues you should take into consideration. This checklist will give you a better understanding of why you should get your estate plan taken care of.