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Showing Tag: "savings" (Show all posts)

Your Guide to the End of Financial Year 2015

Posted by Naomi Rosenthal on Thursday, May 14, 2015, In : Financial Planning 


With the end of the financial year fast approaching, now is a good time to review your finances to ensure you have taken advantage of the opportunities available to you.


Below we have outlined some tips and strategies you may consider to help minimise tax and maximise your savings.


Are you self-employed?

You may be able to claim a tax deduction for up to $30,000 of personal super contributions.

If you are eligible, claiming a tax deduction for your personal superannuation contrib...

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Boost Your Super

Posted by Naomi Rosenthal on Thursday, May 22, 2014, In : Superannuation 

Boost your super savings before 30 June

Superannuation isn’t just a great way to save for your retirement. There are a number of ways it can benefit you now, such as making your income more tax-effective.

With 30 June approaching, now is a great time to think about how you can boost your super savings this financial year and make some smart decisions about your financial future.

There are many tax-effective strategies you can implement before the end of financial year. These opportunitie...

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5 Reasons to Find Your Lost Super

Posted by Naomi Rosenthal on Thursday, June 21, 2012, In : Superannuation 

I’ve been living in my apartment for 2 years now. And still I am receiving other people’s mail. Bank statements, superannuation statements, promotional material to name a few.

Why do some people not mind that their stuff gets left behind when they move on? Are they now tracking it online? I doubt it. I can certainly appreciate that sometimes when you leave one place you want to start afresh. To my mind though, there are certain items that remain important no matter where you go.

Here are my...

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Redundancy - an end to tax savings

Posted by Naomi Rosenthal on Monday, February 20, 2012, In : Superannuation 

Have you been offered a voluntary redundancy? Are you in a position to negotiate termination with your employer?
If so, consider that the transitional rules for employer termination payments (ETPs) are set to end on 30 June 2012. This will have a marked impact on how much tax you will pay on benefits after 1 July and you will no longer be able to direct part of the ETP into super.
If you are in a position to take bona fide redundancy or early retirement, contact us today to discuss the implicat...

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A Clever Strategy for getting back into the market

Posted by Naomi Rosenthal on Friday, November 18, 2011, In : Investments 
There is plenty of concern over where markets are headed with such news stories as the “European crisis” scaring us with doom and gloom commentary.

It’s at this time that Dollar Cost Averaging can help you. This is when you “drip feed” into the market by buying bit by bit, rather than all in one go. A simple way to do this is to set up a monthly Regular Savings Plan for your managed investment or an automated purchase order for your shares.

This approach means you don’t have to try ...
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The Ant and The Grasshopper

Posted by Naomi Rosenthal on Thursday, September 22, 2011, In : Financial Planning 
In a field one summer's day a Grasshopper was hopping about, chirping and singing to its heart's content.  An Ant passed by, bearing along with great toil an ear of corn he was taking to the nest.
"Why not come and chat with me," said the Grasshopper, "instead of toiling and moiling in that way?"
"I am helping to lay up food for the winter," said the Ant,"and recommend you to do the same."
"Why bother about winter?" said the Grasshopper; we have got plenty of food at present."  But the Ant went ...

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How to move into retirement and be better off

Posted by Naomi Rosenthal on Monday, July 18, 2011, In : Superannuation 

Move into retirement and be better off

If you’re between 55 and 75, establishing a transition to retirement pension could help you:

  • ease into retirement by reducing your working hours without reducing your income
  • increase your retirement savings without impacting your income if you are still working full time
  • boost your income today so you have more money to cover your everyday living expenses.

‘Transition to retirement’ rules were introduced to allow working Australians aged 55 ...

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Responsibility for the content and opinions expressed herein rests solely with the author and opinions expressed do not necessarily represent the views and opinions of Professional Wealth Services Pty Ltd.
The information on this website is general in nature and may not be relevant to your individual circumstances. You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should obtain and consider a Product Disclosure Statement (PDS) before making any decision to acquire a product.
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Whilst care has been exercised, the taxation information contained is provided as a guide only and may not be relied upon. If in doubt, you should seek independent tax advice from a qualified tax adviser.

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