by wladvisory | Apr 15, 2022 | Super
Transitioning to retirement Thinking about easing into retirement and maintaining your lifestyle? The transition to retirement (TTR) strategy can help you achieve this and help you access some of your superannuation while you keep working. How the TTR strategy works...
by wladvisory | Jan 25, 2022 | Super, Tax News
Topping up your concessional contributions Thinking about making up for lost time and making extra contributions to top up your super? The good news is that the “catch-up” concessional contribution (CC) rules can help individuals who feel they have missed out on...
by wladvisory | Jan 5, 2022 | Super
Superannuation budget measures one step closer Introduction Several superannuation proposals announced in this year’s Federal Budget have been introduced into Parliament in the Treasury Laws Amendment (Enhancing Superannuation Outcomes for Australians and Helping...
by wladvisory | Nov 21, 2021 | Super
Claiming a deduction for personal super contributions Making a personal deductible contribution into super can be a great way to provide for your retirement and reduce your income tax liability at the same time. How do I make a personal deductible contribution? A...
by wladvisory | Sep 24, 2021 | Monthly Tax Updates, Super
Stapling super: Reducing multiple accounts for employees The new legislation will ensure that when an employee moves jobs, the super fund they used with their former employer will be ‘stapled’ and will automatically follow them. Under current rules, if an employee...
by wladvisory | Mar 21, 2021 | Super
Super transfer balance account Most people think of retirement as a time to put your feet up and relax, but it can also be a time when pre-retirees and retirees alike actually need to flex the grey matter. With all the rules and regulations swirling around the...
