Superannuation & SMSF Strategies

The new superannuation tax will start on 1 July 2025 and relates to the portion of an individual’s super balance above $3 million. We explain the details of the new tax what it means to individuals with more than $3 million in their super funds.

Paying employees superannuation on time is a lawful duty. Superannuation contributions must be paid quarterly on the nominated due date. 28th October, 28th January, 28th April & 28th July at the correct rate.

Even if you’re far from retirement age, neglecting your superannuation is one of the biggest mistakes you can make for personal wealth. You can start to take care of your retirement at any age. It’s never too late – or too early – to focus on prioritising your super as an active pathway to financial freedom.

Using your superannuation to build wealth requires carefully considered strategies and financial expertise. Here are some tips.

Can you see retirement on the horizon? Are you wondering how you will supplement your income if you begin to wind down your working hours? A transition to retirement strategy could include accessing your super early or boosting your super savings before you stop work. Find out which TtR strategy suits your situation.

If you’re wanting to make contributions into your SMSF you will need to act quickly to get these in before the 30th June 2016. This is important if you want to make the contributions by EFT as it may take a day for the contributions to hit your SMSF bank account.

We work with you to help assess the viability of each retirement income stream and find the most appropriate for your personal circumstances. Whether it’s a single income or a combination of two or more, we’ll make sure it fits your lifestyle… so you can live your dream retirement.