Creating your investment portfolio by making contributions to a superannuation fund can be one of the most effective ways to save for your retirement. What is a superannuation fund? A superannuation fund is a long-term investment which is designed to help you to save money during your working life to...
Contributing to Super
Superannuation is arguably the most tax-effective way to save for your retirement, as contributions and withdrawals are taxed at a concessional rate. But with so much jargon about the different methods of contribution limits and restrictions, it can be hard to know what's best for you. We have put together...
CASE STUDY: Why It’s Important to Understand Your Superannuation
In a recent review appointment with my client, they mentioned, in passing, that their adult daughter was concerned that her modest superannuation balance was quickly diminishing. Additionally, they went on to say she was struggling financially, trying to find a job, raise 2 young kids, and trying to save money...
Early Access to Superannuation Funds – Coronavirus
As part of the Government's response to the financial impact of the Coronavirus, if you are under financial stress, you may be able to access some of your super. Source: