Category Archive: All

  1. Does ‘transition to retirement’ or TTR, still work?

    Like so many questions involving superannuation, the answer is ‘it depends’.   Here is a great article about the advantages and disadvantages of the transition to retirement or TTR by Peter Kelly from the September 2017 Prepare for Life Publication. Many readers will be familiar with a popular superannuation strategy referred to as ‘transition to […]


    Hardly a week goes by without the mainstream media mentioning superannuation. It certainly remains at the forefront of many conversations around the country at the moment! The changes to superannuation that were announced in the 2016 Budget have now (mostly) made their way into legislation. While a lot of attention has been given to the […]

  3. End of 2015-2016 Financial Year Checklist for SMSFs

    The end of the financial year is only a few weeks away, so it is the perfect opportunity for practitioners to engage with trustees to ensure steps are put in place for the coming year. There are five key areas practitioners can cover off with trustees before 30 June. 1. Maximise use of the available […]

  4. Tax Tips For 2015-2016 Financial Year

    Top tax tips Tackling your tax in 2016 It’s tax time again. Follow our top tax tips to make tax time a breeze. Pull together your paperwork Claim your deductions Lodge your tax online or with a tax agent Lodge your return before the deadline Pull together your paperwork Before you lodge your tax, you […]

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