Wealth Tag

SMSF Newsletter – 2019 Winter edition

The 2019 Winter Edition of our SMSF Newsletter has arrived, click HERE for your copy. _______________________________________________________________________________ Highlights in this edition include: New Contribution Rules - the catch-up contribution rules and new work test exemption now apply ATO Update - New ATO guidance for reversionary pension recipients Trustee...

Market Update

Share market volatility is expected Investment market update For anyone paying attention to investment markets, there is no avoiding the fact that there has been a recent fall back and rally in share prices around the world. This saw the value of well-known companies drop significantly at...

Personal Insurance Series: TPD Cover

Personal Insurance… Total and Permanent Disability Insurance What is it? Total and Permanent Disability cover, referred to as TPD, is an insurance usually purchased in conjunction with Life insurance and provides a lump sum safe guard should you never work again. In the event that an illness or injury...

KMT Travel Diaries: Phoebe’s Malaysian Adventure

My Malaysian Adventure Malaysia is like my second home. I spent 3 years there before I came to Adelaide for University studies. I love the country, food and people, but am not a fan of the hot and humid weather! Over the most recent Australian summer, my...

SMSF Newsletter – May 2016

Please click the attached link for the Special Budget Edition of: "SMSF Newsletter - May 2016"   SMSF Newsletters are a monthly bulletin, which will keep you updated on important superannuation matters. In this Edition: Sweeping changes announced to superannuation in the 2016-2017 Federal Budget Significant changes expected to the contribution rules Pension exemption...