Superannuation

tax planning on a notebook

Why the First Half of the Financial Year is Crucial for Tax Planning

Don’t wait until it’s too late for tax planning. When it comes to effective tax planning, timing is everything. Yet every year, many individuals and business owners leave their tax strategy conversations until it’s too late, often just weeks before 30 June, limiting the opportunities available to reduce their tax bill or improve their financial […]

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Is an SMSF right for you?

As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF). As well as control, investment choice is a key reason for having an SMSF. As an

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