How a super recontribution strategy could improve your tax position
Withdrawing part of your superannuation fund balance then paying it back into the account, known as a recontribution strategy, may sound a little strange but
Withdrawing part of your superannuation fund balance then paying it back into the account, known as a recontribution strategy, may sound a little strange but
Catch up on your super If you’ve had an irregular or interrupted income in the past, you might’ve missed out on opportunities to contribute to super.
Key takeaways The fundamentals of money management, including goal setting, budgeting, debt prioritisation, and investing for the future. What to do to help ensure your
Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up, it leads to
Key takeaways One of the main things to consider before investing is to have a plan – consider your investment goals including when and how
You can get your super when you retire and reach your ‘preservation age’. This is between 55 and 60, depending on when you were born.
Have a savings goal and budget It’s much easier to be a good saver if you have a goal in mind. It might be a
Key takeaways An understanding of the factors that influence the amount you can borrow for a mortgage, such as income and expenses, Loan-to-Value Ratio, credit
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is
Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may
Key takeaways According to the Association of Superannuation Funds of Australia (ASFA), to have a ‘comfortable’ retirement, single people will need $595,000 in retirement savings,
Andrew Newcombe and John Kritsimas GP Thornleigh Pty Ltd + Euthenia Financial Services Pty Ltd Trading as: Newcombe Kritsimas Partners, Authorised Representative(s) Godfrey Pembroke Group Pty Ltd AFSL 245451 Offices at: Level 2, 26 Brisbane Avenue, Barton ACT 260
This website is intended to provide general information only and has been prepared by Godfrey Pembroke Group Pty Ltd (ABN 38 078 629 973 AFSL 245451) “GPG” of Level 2, 26 Brisbane Avenue, Barton ACT 2600, without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.