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Concessional Contribution Cap reduced to $25,000
- PUBLISHED: 09 June 2017
- - Case Study
- - Self Managed Superannuation, Transition to Retirement
The concessional contribution cap is about to reduce from $30,000/$35,000 (for those under age 50/for those aged 50 and over) to $25,000 for all, irrespective of age. Read All
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Continued tax-free Pension Income post turning 60 whilst still employed
- PUBLISHED: 31 May 2017
- - Case Study
- - Transition to Retirement
A client (Sue) recently posed the question “Can I receive a tax-free pension income after turning 60 whilst continuing to work, given the recent changes to pension income streams for those over the age of 60 who are still working?” Read All
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Who owns that Licence?
- PUBLISHED: 30 May 2017
- - Article
- - Self Managed Superannuation, Investment & Financial Advice
Having established you will benefit from Financial Planning advice, you generally have three choices when it comes to sourcing advice and guidance from a professional, qualified Financial Planner. Read All
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Eligibility for Spouse Contributions on Superannuation
- PUBLISHED: 29 May 2017
- - Article
- - Self Managed Superannuation, Transition to Retirement
If you are planning on enjoying retirement on your own terms, it can be beneficial to make additional payments into superannuation. According to figures from 2016, the average Australian couple needs at least $59,000 annually to live a comfortable retirement where living expenses and medical costs will be covered. Read All
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Eligibility for Spouse Contributions on Superannuation
- PUBLISHED: 11 May 2017
- - Article
- - Self Managed Superannuation
If you are planning on enjoying retirement on your own terms, it can be beneficial to make additional payments into superannuation. According to figures from 2016, the average Australian couple needs at least $59,000 annually to live a comfortable retirement where living expenses and medical costs will be covered. Read All
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A comparison chart of the changes to the Superannuation contribution limits in the 2016/17 financial year.
- PUBLISHED: 03 February 2017
- - Article
- - Self Managed Superannuation
The federal government limits the amount an individual can contribute to their Superannuation. Taxation changes are also occurring. Read All
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LifeTime Financial Group wins two prestigious awards for 2016 – Adviser of the Year (Hugo Sampson) & Practice of the Year
- PUBLISHED: 18 October 2016
- - Article
- - Investment & Financial Advice
LifeTime Financial Group is pleased to announce Hugo Sampson as the winner of the Advice Evolution Adviser of the Year award as well as receiving Practice of the Year. Read All
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Anthony Stedman Wins Practice Principal of the Year award for 2016
- PUBLISHED: 03 October 2016
- - Article
- - Investment & Financial Advice
We are pleased to announce Anthony Stedman as the winner of the IFA (Independent Financial Advisor) Practice Principal of the Year award for 2016. Read All
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Lowering the annual non-concessional superannuation contributions cap
- PUBLISHED: 26 September 2016
- - Article
- - Self Managed Superannuation, Transition to Retirement
On 15 September 2016, the Government announced changes to the superannuation measures announced in the May 2016 Budget. There is now a proposal to lower the existing non-concessional (post-tax) contributions cap from $180,000 to $100,000 per annum. Read All
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Tell me more about Co Contributions
- PUBLISHED: 09 June 2016
- - News
- - Self Managed Superannuation
Co Contributions are designed to help lower income earners boost their retirement super benefits. After all, every penny counts! Read All