Thinking about self-managed super?

27 January

(ATO)   If you set up a self-managed super fund (SMSF), you’re in charge – you make the investment decisions for the fund and you’re held responsible for complying with the super and tax laws. It’s a major financial decision...[Read More]

Update from David: EOFY 2020 – SUPERANNUATION

11 June

David Myers (DMA Financial Strategists)   The COVID-19 pandemic and the economic downturn that has followed, has not paused the passage of time.The end of the financial year is looming. It will be important that you read this and act...[Read More]

Superannuation

27 March

Eligible individuals will be able to access up to $10,000 of their superannuation before 1 July 2020 and a further $10,000 from 1 July 2020 to late September (approximately 3 months). Any amount withdrawn from super is not subject to tax. For more...[Read More]

Choosing a super fund is like picking your perfect match [VIDEO]

29 January

MoneySmart (ASIC) Choosing a super fund is a bit like dating. Pick the right fund and you’ll be set for a long, happy and comfortable life when you retire. Set your sights on the wrong one and you’re in for a world of pain. Here’s...[Read More]