Financial Professionals

About

Services

Insights

Contact

Menu

Superannuation

high income super contributions

Compulsory Super Contribution Traps For High Income Earners

Business, Superannuation /

If you’re a high income-earner with multiple employers, you may be aware of potential traps with compulsory super contributions that can lead to some hefty and unfair penalty taxes. Fortunately, proposed new laws will give those high income-earners the opportunity to take proactive steps to overcome any penalties. A person’s concessional contributions (CCs) are capped […]

Compulsory Super Contribution Traps For High Income Earners Read More »

Financial Advisor gold coast

How do I find the right financial advisor for me?

Financial Professionals, Investment, Superannuation /

Understanding your financial needs; Finding the right financial advisor is more crucial than ever in the post Banking Royal Commission climate in Australia. Trying to find the best financial advisor for your needs involves a combination of a bit of reflection and some research. Take the time to evaluate your current financial situation and reflect

How do I find the right financial advisor for me? Read More »

SMSF

Is a Self Managed Super Fund (SMSF) right for me? (part 2)

Investment, Lifestyle, Superannuation /

Before setting up a Self Managed Super Fund, it’s essential to be fully informed about the pros and cons of an SMSF structure. In this second  instalment of our two-part series on the key differences between SMSFs and public offer funds, we look at some important issues relating to insurance and dispute resolution. It’s possible

Is a Self Managed Super Fund (SMSF) right for me? (part 2) Read More »

self managed super fund

What happens to my SMSF if I move overseas?

Business, Investment, Superannuation /

Taking an extended job posting overseas? If you currently have an SMSF, there’s a risk your fund’s “central management and control” (CMC) will be considered to move outside Australia. This causes the SMSF to become non-resident, resulting in hefty penalty taxes, so it’s essential to plan for this before you go. Here are some solutions

What happens to my SMSF if I move overseas? Read More »