We’ve uploaded a new fact file about Allocated Pensions and Annuities. A regular income stream from an Allocated Pension or Annuity can be an effective way to fund your retirement. It’s important to understand how they work, to ensure they are right for you. Click to learn more about Allocated Pensions and Annuities.
Category Archives: Superannuation
Taxation of overseas super and pension transfers fact file
We’ve recently uploaded a new fact file about taxation of overseas super and pension transfers to the website. While it is possible to transfer retirement benefits from an overseas super fund to Australia, the taxation treatment of these transfers can be quite complex. This fact file provides an overview of the factors you need to be aware…
Salary Sacrifice Revealed
Salary sacrifice, particularly salary sacrificing money to superannuation remains one of the most effective ways to assist in reducing your tax and save for retirement. What is Salary Sacrifice? Salary sacrifice allows you to divert some pre-tax salary to a superannuation fund with the aim of saving tax. You receive a lower amount of post-tax…
A New Job? Don’t Forget This!
Depending on how you look at it, changing jobs can either be an exciting time or a stressful one. With so much happening, you can be forgiven for being more focused on the new job than on sorting out your superannuation and life insurance. However, both need attention at this time, so here are a…
-
-
Call us today on
8364 0066
Ground Floor, 155 Fullarton Rd
Rose Park
Adelaide SA 5067
