The 2017 Budget was delivered and in stark contrast to last year's Budget, the changes proposed are fairly benign.
Super Reforms - What you need to know
What do I need to do about the Super changes?
With so many legislated changes to Super coming into effect on 1 July 2017, it can be difficult to know which affect you and what you need to do. There may be actions you must take before June 30 to avoid penalties, and now is also a good time to review your Super strategy to make the most of your retirement savings.
Click below to view our Super Reforms checklist which helps you understand the changes and how they may affect you.
Show me some discipline
"Living the Dream"... for now
You may be enjoying your current lifestyle, earning a good income, paying off the mortgage as well as having a little left over to enjoy the finer things in life. You could say you are “living the dream”.
While you may be enjoying your lifestyle now, have you thought about what steps you might take in order to sustain your current standard of living in your retirement years, without your employment income?
It's time to get Super organised
The legislated superannuation reforms mean there is a closing window of opportunity to move funds into your Super before contribution caps (before-tax and after-tax) are reduced. It really is time to get Super organised.
Changes to Superannuation legislated in November 2016, could have significant implications for contributing funds (both pre and after-tax) into your super. What you need to know:
Market Watch Special Edition - A Trump Residency
Donald Trump’s victory in the US Presidential election has sent shock waves across the world. Even many Republicans have been surprised by the party’s unexpectedly strong performance, which is likely to see it keep a majority in both the Senate and House of Representatives, as well as winning the Presidency.
The implications are far reaching, both politically and for investment markets. But what does his surprise victory mean for Australian investors? And how should you respond?
Super Challenge #3 - But I thought I was covered!
If you have Life Insurance, Income Protection or Total and Permanent Disability Insurances held through your Super Fund... it doesn’t mean you are covered.
In the third of our “Super Challenge” series, we challenge you to check on your insurance cover. It may not be all it’s cracked up to be. Unfortunately, without checking most people only find out that their insurance is inadequate when they need it most – when they make a claim.
Super Challenge #2 - Get involved with your Super Investment Strategy
If your goal is to proactively grow your Super savings by tens of thousands of dollars by the time of your retirement, rather than ignore it and hope it's enough when your retirement comes around, it's time for you to get involved and take our Wealth Fundamentals “Super Challenge” and learn about, or even better, get involved with your superannuation investment strategy.