Category Archives: Financial Planning News

Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.

A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.

With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.

Getting more money into superannuation is a proven way of building wealth to spend in retirement.

Understanding how your super works and making sure you are getting the most out of your fund is essential to achieving the retirement lifestyle you envision.

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.