Tax exemption

Millions but not all to benefit from 2017 super changes

Millions but not all to benefit from 2017 super changes With changes to super now in effect, numerous Australians will get a leg up, many being low-income earners. According to the Association of Superannuation Funds of Australia (ASFA), more than four million Australians will benefit from the super changes that came into effect on 1 July 2017.i The industry body said while many would be impacted by new rules and restrictions, millions would benefit from …

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Why tax aware investing can help boost retirement income

Why tax aware investing can help boost retirement income With the huge bulge of baby boomers entering retirement, and yields at near-record lows, there is an emerging rediscovery of the vital role equities can play in delivering retirement outcomes. Equities provide retirees with a regular and reliable income that grows over time. They not only generate income and strong expected returns, but also protect against inflation risk and longevity risk (the risk of outliving your …

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Super changes from July 2017

Super changes from July 2017 How will they impact you? We cover some of the factors to be aware of given changes have just passed in parliament and are due to become superannuation law. Earlier this year, the Federal Budget announcement included a proposal to introduce changes to super bigger than the likes of anything we’ve seen in almost a decade. Then, in September the government announced some significant adjustments to its proposal. The revised …