BUDGET PLANNER TOOL

It’s important to know where you spend your money. Through efficient management of your finances you will be able to plan for your future with confidence. Spending the time to complete a budget planner will help you to take control of your financial situation.

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Belinda Frazer
SMSFs AND YOUR RETIREMENT HORIZON

What should my SMSF look like if I need it for 40 years? 30 years? Or 20 years?

Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a very common question, and one that will need to consider individual preference and the time until retirement. The answer will not be the same for everyone, even for members within the same SMSF.

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Belinda Frazer
TAX SCAMS - DON'T BE A VICTIM

Tax scams are real and taxpayers need to be vigilant about bogus calls, text messages and emails from scammers. Some scammers go to great lengths to deceive taxpayers, including impersonating government representatives on the phone, sending fraudulent emails and even creating fake websites. It’s important to stay informed about what the latest scams look like, and know what questions to ask so you can avoid being scammed.

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TaxBelinda Frazer
DOWNSIZE TO BOOST YOUR SUPER

From 1 July 2018, people aged 65 or over will be able to make additional non-concessional contributions of up to $300,000 from downsizing their home subject to certain conditions. This is in addition to the concessional and non-concessional contribution caps. However, this measure may have unintended consequences if …

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