INVESTment and superannuation

 
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UPSIZE YOUR SUPER WITH DOWNSIZER CONTRIBUTIONS

Legislation has passed that will enable people aged 65 or over to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018. These are known as ‘downsizer contributions’ and they can be made on top of the existing contribution caps, without having to meet certain contribution rules and restrictions. Learn more

 
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TOP-UP SUPER WITH HELP FROM THE GOVERNMENT

If you plan to scale back your working hours, starting a transition to retirement pension could help you to replace your reduced income. To use this strategy, you need to invest some of your super in a transition to retirement (TTR) pension. The key benefit of doing this is you can receive an income from the TTR pension to replace the income you’ll forgo when reducing your working hours. Learn more

 
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SHARES VS PROPERTY

People can be infatuated with the idea of owning property, whether it is an investment property or their very own home. And who could blame them? It is the great Australian dream! Learn more

 
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A FEW INTERESTING FACTS ABOUT RETIREMENT

Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before you put off planning for your retirement any longer, here are some key facts you should consider. Learn more