Make your retirement funds last the distance
19th December 2024
Know How Guides
Download the PDF below for How To Guides / Know How Guides / Education e-books:
How to Guides 2024
How to track total super balance
Your total super balance impacts how much you can contribute to super. Here are the key things you need to know about the total super balance and how to track it…. Read more
Steps to claiming a tax deduction for a super contribution
You may be eligible to claim a tax deduction if you make a personal contribution to superannuation. There are some important steps and specific timeframes that you need to follow carefully….. Read more
How to monitor carried forward concessional contributions
You may be eligible to make concessional contributions that are greater than the annual cap if you haven’t fully used your concessional cap in an earlier year. This could help you to save even more for retirement, while also managing tax….. Read more
Accessing non-concessional contributions information on myGov
Non-concessional contributions include personal contributions made to super from after-tax income or other available savings. Limits apply to the total NCCs that you can contribute to super without exceeding your contribution limits. To help avoid breaching the cap, you can access contribution information on myGov….. Read more
How to monitor the transfer balance account
When commencing or maintaining a retirement phase income stream, it’s important to ensure your transfer balance account doesn’t exceed your transfer balance cap….. Read more
KnowHow
Changes to tax cuts from 1 July
The Government has passed legislation to amend the tax cuts which apply from 1 July this year. The changes are explained below, along with some things you may wish to think about to help maximise your savings…… Read more
Commonwealth Seniors Health Card
The Commonwealth Seniors Health Card may provide a range of benefits and concessions to people who have reached Age Pension age, but don’t qualify for an income support payment…… Read more
Education e-books
Guide to aged care
This guide outlines the steps to entering aged care, fees that may be payable and key decisions that may need to be made…… Read more
Guide to planning your estate
This guide outlines the importance of estate planning and the key strategies clients could use to achieve their estate planning goals…… Read more
Guide to running your own super fund
This guide outlines the key issues to consider when deciding whether an SMSF might be right, the responsibilities and obligations on SMSF trustees, and some of the main requirements when running the fund…… Read more
Guide to managing redundancies
This guide explains the types of payments that could be received in the event of genuine redundancy, the tax treatment and key issues to consider…… Read more
Get in touch with us if you want more guidance on your financial decisions and how they may impact your future.