From 1 July 2018, individuals have been able to apply to the ATO to withdraw voluntary superannuation contributions made since 1 July 2017, provided certain eligibility criteria have been met… read more →
New legislation came into effect from 1 July 2018 which introduced a new category of superannuation contributions, referred to as ‘Downsizer Contributions’. This new category of superannuation contributions enables individuals… read more →
The 2018 AFL home and away season has been completed, with the Beach Wealth Advisers Footy Tipping competition being run and won (by a decent margin) by Sharon, aka Swannie81,… read more →
If your spouse’s income is less than $40,000 for the 2017/18 financial year, you could receive a tax offset on your personal income tax return of up to $540 by… read more →
The Government Co-Contribution is a superannuation contribution strategy which could provide a benefit of up to $500 for eligible individuals. This strategy is aimed at helping increase retirement savings for… read more →
The start of the current financial year brought along with it a number of legislative superannuation changes introduced by the Federal Government. One change that has the potential to provide… read more →
Indexation is conducted by the Department of Human Services (DHS) and Department of Veterans Affairs (DVA) on a bi-annual basis (March and September each year). During this process, all ‘means… read more →
The 2018 AFL season is almost upon us, with the reigning premiers from Tigerland taking on the Blues at the MCG this Thursday night. To increase the levels of office… read more →
AMP’s Dr Shane Oliver examines the recent decline in share prices in this edition of Oliver’s Insights. Dr Oliver summarises the key points as follows: The current pullback in shares… read more →
We’d love to take the opportunity to congratulate our own Greg Duff on his hard work over the last three years, which has recently seen him awarded the CERTIFIED FINANCIAL PLANNER®… read more →