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Are you approaching retirement age and wondering how to access your superannuation? It's necessary to understand the tax implications of accessing your super after age 60. Proper retirement planning can help you make the most of your superannuation and enjoy...

If you're the beneficiary of a super fund member who has passed away, you may be entitled to receive a death benefit payment. However, it's necessary to understand the tax implications associated with receiving superannuation death benefits to avoid any...

​There are a few types of superannuation accounts: accumulation accounts, defined benefit accounts, and hybrid accounts. Accumulation accounts are the most common type of superannuation account. The money in your accumulation account provides you with an income in retirement. Defined...

Self-Managed Super Funds (SMSF) have a tax rate of 0% to 15%, making them among the most tax-efficient structures and planning tools in Australia's complex tax system. However, this beneficial tax structure is accompanied by a high degree of regulation,...

When it comes to financial planning, it is necessary to understand your financial status. It includes knowing your current income, debts, and expenses. ​Financial planning is creating a roadmap for your future financial success. It involves the current economic situation,...

Retirement is a significant life achievement that merits celebration. But to guarantee a financially comfortable retirement, careful planning is required. Planning for your future financial stability if you quit working is a good idea right away. The majority of us...

If you are thinking about setting up a self-managed super fund (SMSF), there are a few things you need to know. First and foremost, as the trustee of an SMSF, you have several roles and responsibilities. It includes keeping track...

The compliance and regulation of Self-Managed Superannuation Funds (SMSFs) is a complex and ever-changing area. The Australian Taxation Office (ATO) is responsible for running SMSFs and sets out strict rules and guidelines. Breach of these rules can result in hefty...

Estate planning is a term that encompasses all of the measures you take to ensure that your financial affairs, property, and other assets are in order before you die or become incapacitated. Such actions are essential for protecting your family...