Superannuation & Technical Financial Advice

Treasurer Jim Chalmers presented his second budget last night, focusing on delivering cost-of-living relief amidst increased inflation and 11 interest rate hikes since May 2022.

In this newsletter we'll explore the proposed superannuation tax change for high balances over $3 million, and what you need to know.

In this newsletter we'll explore indexation, the benefit of inflation.

In this newsletter we'll explore whether SMSF's still require a $500,000 starting balance to be competitive.

In this newsletter we'll explore the Commonwealth Seniors Health Card (CSHC), who qualifies and the numerous concessions and benefits cardholders receive.

In this newsletter we'll explore the multiple changes announced in the Federal Budget, and what superannuation members and retirees should know and understand.