Start to look forward
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Why Binding Death Nominations are Important
In the Mandie Case¹ the Federal Court held that “superannuation is not an asset of the estate and a trustee is not bound to follow the directions of a will. Even if superannuation is specifically mentioned in a will, it does not make it an asset subject to the terms of the will.” Unlike an…
Your new financial year money checklist
Kick the new financial year off right with this money checklist. For most people, the thought of upturning their lives and finances for careful consideration is a confronting prospect. Particularly as the new financial year approaches, it can seem like a whole load of unnecessary stress at a typically stressful time of year. But in…
Superannuation: Downsizing contributions into Superannuation
From 1 July 2018, if you are 65 years old or older and meet the eligibility requirements, you may be able to choose to make a downsizer contribution into your superannuation of up to $300,000 from the proceeds of selling your home. The downsizer contribution is not a non-concessional contribution and will not count towards your contribution…
Superannuation: The 2019/20 year ahead
We provide an overview of some important changes to Superannuation from 1 July 2019. Please get in touch to understand how they may relate to you. Work test exemption From 1 July 2019, certain individuals aged 65 to 74 are able to make additional contributions to super without having to meet the work test. The…