Q. Is it worth to put our coin collection into our Self-Managed Super Fund (SMSF)?

Q. My wife has built a really impressive coin collection in the recent year and the idea has always been to build further and put the collection into our Self-Managed Super fund (SMSF). I believe the rules have become very severe in this area and it may not be worth it, what do you think? […]

Q. With the new financial year, my husband and I would like to take stock and focus on planning for the financial year ahead. How should we approach this?

Q. With the new financial year, my husband and I would like to take stock and focus on planning for the financial year ahead.  He is 52 and I am 50.  His income is $170,000.  I have returned to work 3 days a week and my part time income is $36,000.  We have two children; […]

Wealth & Health – Edition 2, 2017

Welcome to the Second edition of ‘Wealth & Health’ for 2017 We have been communicating regularly regarding the significant changes to the Superannuation System which will take effect on 1 July 2017. In this edition of our newsletter, we have summarised the major Super Reforms – who they impact, what is changing and what action […]

Non-concessional Contribution Caps

Q: I turned 65 this financial year and I will continue to work until 30 June 2017, when I plan to retire. Given all of the changes, I have lost confidence in the super system. Can I contribute up to $540,000 into super this financial year? Can you help me?   A:  The changes from […]