Watch our latest video where estate planning expert Jason Roccasalvo talks all aspects of estate planning and how to get it right.
New Video – Where There’s a Will, There’s a Way
SMSF Trustees – Watch out for too much cash
The ATO’s recent focus has been around SMSFs having a well-rounded investment strategy, and they are asking: Can the trustees show a considered and formed strategy to reach the retirement needs of the fund’s members?
Making the Most of your Super
Expand your superannuation knowledge with our updated ‘Making the Most of Your Super’ information sheet. Simply put, it explains some of the advantages of superannuation over other types of investments and ways to build your super.
Buying Property in Super
Have you ever wondered how buying property in super works? In our latest video, Jason Roccasalvo explains how this strategy works, how it can boost retirement savings and who it works for.
Has COVID-19 impacted your property in super?
These are difficult times. No one is immune. For SMSF Trustees, in addition to the ATO’s recent announcements some additional complexities may occur.
COVID-19: Superannuation Announcements
The Federal Treasurer announced yesterday (22 March) the following measures that have a direct impact on superannuation…
Superannuation Guarantee Amnesty
On 6 March 2020, the government introduced superannuation guarantee amnesty (SG amnesty) received royal assent.
Will You Have Enough to Retire?
Retirement may seem in the distant future, however it is what you do now that helps cement the kind of retirement you want.
Why Having a Will is Not Enough
TAG Partner and Estate Planning expert Jason Roccasalvo discusses 6 important reasons to have an estate plan.
Estate Planning – How not to leave a trail of chaos
If you have a Will in place, you may think this controls what goes where. However, to control what happens to your assets, you need an Estate Plan. Click here to read more.
How much do I need to Set up a Self Managed Super Fund?
Wanting to start a Self Managed Superannuation Fund? Read our article on requirements and benefits of starting a SMSF.
Financial Implications of your Downsizing Journey
Dealing with financial decisions can be overwhelming. Our advisors clear the confusion and work with you to ensure your financial goals are achieved.