A study has found that the number of retirees who still possess superannuation funds at the end of their life has been grossly overestimated.
The ATO recently created a comparison tool to help members understand how their superannuation fund is performing. You can access this tool by clicking here. As with any comparison tool, it does not take into account your personal circumstances, future goals or risk tolerance.
No one has achieved financial freedom with a January resolution that’s abandoned by February!
The benefit of an experienced financial adviser is their ability to assist you in living a comfortable, stress-free life. A financial adviser can help you to protect your income, reduce your debt and take full advantage of all the products suitable to your situation.
We want you to feel as comfortable and confident as possible when reaching out for advice. Whether you have met with a financial adviser previously, or if this is your first time, we welcome you to give us a call today, book an appointment and have a chat with our qualified and experienced financial adviser; Roshan.
When comparing cars do you simply compare brands or specific car models? This is the thought that entered my mind as I read the never-ending stream of media articles regarding the recently published Australian Prudential Regulation Authority’s (APRA) report on comparing superannuation funds. Without understanding the facts, comparisons are generally too broad. First and foremost, if you are a client of us then the report is of no concern to you.
We have created an instructional video for clients to see how to claim their concessional superannuation contributions for their 2021 MyGov tax return.
Albert Einstein is reputed to have said, 'Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it'.
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