Tag archive: superannuation

A shocking story about a relationship between a Victorian magistrate and his junior court clerk has highlighted the need for people to seriously look at their superannuation death benefits and their overall estate planning regardless of their age. Magistrate Rodney Higgins and Ashleigh Petrie, 45 years his junior, began a relationship in 2019. The multi-decade age gap sparked frenzied media...

Chris Oates first started in the finance industry as a client service officer in a financial planning firm. Although he grew up on a farm in Orange, and had the option of becoming a farmer, the world of numbers took him down the financial path. He has never looked back, but still enjoys returning to the family farm when he...

The amount of superannuation you have accumulated by the time you retire can make a big difference to the type of retirement you can enjoy. With some superannuation schemes being more beneficial than others, imagine if you had been denied entry to join one of Australia’s most lucrative superannuation schemes provided to government workers. That is the reality for many...

Justin Wong is a numbers guy. He loves crunching them, and helping clients understand and use them to full advantage in business. That’s why Justin opened PAQ Group, a bookkeeping and payroll solution that has designed its services especially for small business. “The benefits of understanding your financial position are enormous,” says Justin. “It lets business owners focus on their...

Most people adopt a ‘set and forget’ approach to managing their super, but if you’re a Public Sector Superannuation Scheme (PSS) or Commonwealth Superannuation Scheme (CSS) super fund holder, there are a few changes you need to be aware of. On 1 July 2017, a reduction in contribution limits came into effect along with the introduction of the Total Superannuation...

Role for super to increase affordable housing supply - not add to demand. Industry Super Australia (ISA) welcomed policy suggestions by the Federal Government that would increase opportunities for superfund investment to expand affordable housing stock, but pumping up demand by allowing first home buyers to tap into their super would be short-sighted and counterproductive.Treasurer Scott Morrison outlined in his...