Superannuation can be complicated and that’s mostly because there are lots of rules which provide restrictions, but there are also opportunities. For example, the opportunity to withdraw then recontribute superannuation can improve outcomes for adult children as beneficiaries of their parents estate, and benefit retired couples who may need to share superannuation.
We’d like to take you back to when you first sought financial advice. It may have been in the last year or two or perhaps it was 15 or 20 years ago. Regardless of the time lapse, there would have been a particular reason, and it’s very likely that reason remains the key purpose and…
With 30 June rolling up fast, now is the time to implement end of financial year super strategies that will provide the dual benefits of contributing more to your retirement savings and less to the tax office.
In this series of articles written for Resources Unearthed, we explore key issues that business owners in mining and resources need to consider when they want out, and importantly, why they’ll need a professional advice team to handle what are typically highly complex and diverse issues across legal, tax, accounting and personal financial planning priorities.…