Superannuation Archives - MGD

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.

Superannuation

Six Steps to Get Set for Retirement

23 August 2024

Our Six-Point Retirement Plan provides insight into how people can reduce risk, take advantage of opportunities, and plan to retire successfully.

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Federal Budget 2024 | Superannuation

15 May 2024

On 14 May 2024, Federal Treasurer, Jim Chalmers, handed down the 2024-25 Federal Budget. In this article, we outline the key superannuation highlights from the announcement.

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Federal Budget 2024 | Overview

15 May 2024

On 14 May 2024, Federal Treasurer, Jim Chalmers, handed down the 2024–25 Federal Budget. Described as a “responsible Budget that helps people under pressure today”, the Treasurer has forecast a second consecutive surplus of $9.3 billion.

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Maximising Your and Your Spouse’s Tax-Free Superannuation Benefits

28 September 2023
By Richard Marsden
For those with an eye on retirement, the 2023 May Federal Budget was important. Superannuation rules became more favourable for most. This article provides insight into two superannuation rule changes to know about and how you and your spouse can maximise your tax-free superannuation benefits.

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Predicting the Future 2023+

7 September 2023
By Richard Marsden
In this updated paper, Richard Marsden explores the compelling insights of personal financial modelling to help you plan for and live a great retirement.

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What every expat needs to know before returning to or retiring in Australia

20 July 2023
By Richard Marsden
Many of us living and working outside Australia will ultimately want to return to live in Australia. Tax management and other financial considerations play a critical role in successful repatriation.

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MGD Tax Update | June 2023

26 June 2023
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on year end tax tips, what's in the parliamentary pipeline, late lodgments, FBT issues, and key upcoming tax dates.

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MGD Tax Update (Federal Budget) | June 2023

20 June 2023
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on tax and superannuation measures from the Federal Budget 2022-23 and key tax dates.

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Federal Budget 2023 | Superannuation

10 May 2023
On 9 May 2023, Federal Treasurer, Jim Chalmers, handed down the 2023/ 24 Federal Budget. In this article, we outline the key superannuation highlights from the announcement.

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Federal Budget 2023 | Overview

10 May 2023
On 9 May 2023, Federal Treasurer, Jim Chalmers, handed down the 2023/ 24 Federal Budget. This was largely a no surprises Budget, with most announcements having been released in the weeks leading up to Budget night.

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Young People and Super – Can We Eat Our Avocado and Retire Too?

12 December 2022
By Priyanka Luecke
For many younger people, superannuation is generally a low priority on their list of things to consider. Which is why, with a raft of legislative reforms now in play, there are active efforts from Government to engage the younger generation more in their superannuation.

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MGD Tax Update | November 2022

17 November 2022
A summary of recent tax developments and information that we hope you find interesting and useful. This update contains a wide range of information, with a particular focus on tax measures from the Federal Budget 2022-23, business income and expenses, stapled superannuation funds, and key tax dates.

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Rolling Your Money – It’s a Bumpy Road

8 November 2022
By Priyanka Luecke
The term ‘rollover’ refers to transferring money within the superannuation environment. This article discusses the process of doing this through SuperStream, a government reform to improve the efficiency of the superannuation system, and the potential issues some people are experiencing.

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Returning to Australia from Hong Kong? Here Are Ten Things You Need to Know

7 November 2022
By Richard Marsden
Are you an Australian expat currently planning to return home from Hong Kong? Regardless of how eager you may be to return home, it is imperative to plan ahead and seek astute advice to ensure your repatriation experience is as smooth as possible, both from a lifestyle and financial perspective.

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Director ID – Director I-Can’t

1 November 2022
By Priyanka Luecke
The director identification number is a 15-digit unique identifier that will help prevent the use of false or fraudulent director identities with the new registry services of the Australian Business Registry Services. The purpose of the director ID is to trace directors’ relationships with their companies and prevent illegal phoenix activity.

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Federal Budget 2022 | Super

26 October 2022
The Federal Treasurer, Dr Jim Chalmers, handed down the Labor government's first Federal Budget at 7:30 pm (AEDT) on 25 October 2022. In this article, we have outlined the key superannuation highlights from the announcement.

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ATO Expands Audit Scope on Related Party Leases

20 September 2022
By Andrew Albury
The Australian Taxation Office has heightened its focus on related party leases and has adopted a stricter approach in the way it applies the sole purpose test and section 109.

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