Review Requested

We'll be in touch within 24 business hours, but in the meantime feel free to read the latest on our blog.

Your Super – who to nominate as your beneficiary?

By Katrina Haskew | 06 Jul 2022

Nominating your super beneficiary is something you have most likely been asked to do if you have asuperannuation fund.But, super fund trustees can only pay your super death benefit to eligible dependants1 or to your legal personal representative (LPR) who…

Read More

Market Volatility – June 2022

By Katrina Haskew | 15 Jun 2022

Falling stock and bond markets, along with the rising volatility which has gripped global markets since the start of the year, has intensified in recent days. Last week’s announcement of annual US inflation of 8.6%, the highest in 40 years,…

Read More

Federal Election 2022 – what could this mean for you?

By Katrina Haskew | 27 May 2022

A number of changes were proposed by the Government during the election campaign, and support was also announced for a number of proposals made by the previous Government. So where do things stand, what’s next, and how could these proposals…

Read More

Super Contribution Changes

By Gerard Haskew | 27 May 2022

1 July 2022 and superannuation contribution changes Several key super changes which may impact your ability to contribute to your SMSF, are set to take effect from 1 July 2022. These changes create opportunities for all SMSF members, young and…

Read More

Tax tips and tax return checklist 2021/2022

By Katrina Haskew | 11 May 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…

Read More

Opportunities await – Super changes from 1 July 2022

By Katrina Haskew | 28 Apr 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…

Read More