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What is the best approach to protecting your assets? If wealth preservation and properly safeguarding your assets is important to you, we have the tools that may assist you.

In the event of a family breakup, we have strategies that may reduce your personal income tax burden

We can help you formulate a retirement plan so you can concentrate on your next holiday

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self managed super fund

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What is a self managed super fund (SMSF)

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A self managed super fund(SMSF) is a superannuation trust structure that provides benefits to its members upon retirement. The main difference between SMSFs and other super funds is that SMSF members are also the trustees of the fund. The difference between an SMSF and other types of funds is that the members of an SMSF […]

Minimum pension drawdown rates halved for 2019/20 and 2020/21

Minimum pension drawdown rates halved for 2019/20 and 2020/21

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On 22 March 2020 the federal government announced that the minimum pension drawdown rates would be temporarily halved for the 2019/20 and 2020/21 financial years. This is due to many retirees losing a significant portion of their super account balance as sharemarkets have plunged due to the coronavirus crisis. This rule change assists retirees who […]