Posts by Katrina Haskew
Tax tips and tax return checklist 2021/2022
To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of the types of tax offsets and deductions you may be entitled to claim plus other…
Read MoreOpportunities await – Super changes from 1 July 2022
Changes to super contribution rules from 1 July may create a great opportunity to revisit yoursavings and super contribution strategies. The changes may create new or enhanced optionsto build your savings. Outlined below is a brief explanation of some of the key changes andhow you could benefit. Super changes aheadNow is a great time to…
Read MoreFirst Home Super Saver scheme – how does it work?
From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home. Under the scheme, voluntary concessional and non concessional contributions made on or after 1 July 2017 may be released from super to help you purchase…
Read MoreFederal Budget Video Update 2022
2022 Federal Budget Analysis
This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help people into homes. Note: These changes are proposals only and may or may not be made law. Summary Personal taxation Cost of living tax offset: The Low and Middle Income Tax Offset (LMITO) will…
Read MoreDownsizer Contributions to Super
Since July 2018 thousands of people have taken advantage of the Government’s downsizer contribution scheme by selling their home and making contributions to their super. This has allowed older Australians to have more money to fund their retirement.Although this is good news for people who have benefited from this scheme, some people may have missed…
Read MoreWhy aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing. If you have had a family member in aged care over the period of lockdowns and were not able to visit…
Read MoreBe in control of your retirement
Are you approaching retirement? Then chances are the funding of your lifestyle in retirement may be on your mind. Take steps now to avoid getting caught short on retirement income and live the retirement lifestyle you want.The qualifying age is increasing by six months every two years until it reaches 67 in July 2023. The…
Read MoreWhy Does Insurance Matter? Understanding Why Insurance Is Needed
Understand why insurance is needed and how personal insurance protects your income, family and financial future from unexpected life events.
Read MoreRussia invades – what’s the investment impact?
28 February 2022, A message from Dan Farmer, Chief Investment Officer After weeks of escalating tension and US statements that Russia will attack, Ukraine is now under invasion. As the world watches on while the tragedy of war unfolds, what will the impact on financial markets be? Russia’s military action in Ukraine is first and…
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