Aged Care

You may be aware that the Government recently announced measures which allow individuals affected by the economic impacts of COVID-19 to access a limited amount of their superannuation early. Making the decision to access your superannuation early is a significant one and if possible, should be...

When people consider estate planning they often only think about what happens after they pass away but ensuring they are protected during their lifetime if they lose capacity is just as important.  The best way to ensure you will be protected is to have valid enduring...

Being an executor of an estate is an enormously important role with a huge impact on the lives of those named in a Will, and it is vital the right person is appointed, says Anna Hacker, National Manager - Estate Planning at Australian Unity Trustees.  “Choosing...

With baby boomers – the wealthiest generation in history and living longer and enjoying better health than previous generations - it’s no surprise that their role in Australian families has changed dramatically. More than ever before, grandparents have become active carers and contributors, alleviating pressure...

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with...

From 1 July 2018, people aged 65 and over will be able to sell their main residence and then make a ‘downsizer’ contribution into superannuation of up to $300,000 from the sale proceeds of their main residence. Both members of a couple can take advantage of this...

Leaving your family home and moving to a residential aged care residence can be a challenging time with many personal and financial decisions needing to be made but early planning and good advice can minimise the impact for you and your family.  In this article,...

With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out...

An SMSF friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes which took effect from 1 July 2017, this Federal Budget will provide much needed stability while looking to...