Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Retirement

What the $1.6 million pension cap means for you

30 November 2016
By David Lloyd
As part of their controversial suite of proposed changes to superannuation put forward in May, the Coalition announced a cap of $1.6 million on all existing and new pension accounts. Last week, these changes passed through Parliament and are now Law.

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$500,000 non-concessional lifetime cap to be scrapped

15 September 2016
In a monumental turnaround, the Federal Government has today made major changes to its superannuation package by dumping highly controversial plans for a $500,000 lifetime cap on non-concessional contributions.

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NCC lifetime cap and you

20 May 2016
From 3 May 2016, the amount of non-concessional contributions (NCCs) that a person can make to super will have a proposed cap of $500,000. What does this mean for you?

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Is your SMSF adviser right for you?

30 March 2016
It’s no secret that SMSFs are regulated by a complex and frequently changing set of laws and regulations making maintaining compliance and optimal operation within this legal framework an increasingly challenging task. This is why many SMSF trustees (or directors of a trustee company) turn to specialists to help guide them through this maze to ensure their obligations are met.

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One smart pre-Budget move you should consider if aged 55* or over (at 30th June 2015)

15 March 2016
It’s that time of year again when pre-Budget media speculation is proving very hard to escape. Every day we are told what the Budget may (or may not!) have in store for us which can be perplexing when considering pre-emptive pre-Budget strategies.

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How sticky are you?

18 February 2016
How sticky are you? How many of the dollars that you earn this week, this month or this year will you still have next year or the year after? Would your chances of building the best possible future for yourself (and your family) be improved if you could increase your stickiness? Of course it would.

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Senator: unfair to change super tax policy

11 February 2016
Well-respected Liberal National Senator Matthew Canavan has today featured in SMSF Adviser responding to speculated changes to superannuation taxation policy. Senator Canavan said it would be unfair to change the tax arrangements for people’s superannuation balances (or their earnings) as many people have contributed to their fund for many years.

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In focus: Tony Kelly

9 December 2015
Recently we sat down with Tony, a client and a friend, to find out more about his remarkable career and to get an update on his exciting new business venture.

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How to help your kids get into the property market

5 December 2015
While other 70-year-olds may be planning exotic cruises or luxurious overseas holidays, state government veterinarian Colin McQueen continues to clock in at the Ararat export abattoir as he works to pay off the last of the three homes he bought in Melbourne’s inner northern suburbs for his adult children.

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Succession planning: have you considered the what ifs?

18 November 2015
Let’s face it, succession planning can be daunting and is often one of those topics that can easily be put on the shelf to ‘deal with later’. However it is crucial that there is a clear and concise plan as to what happens in unanticipated situations if you are a partner or shareholder in a business.

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