Superannuation Update: A Timely Check-in

Posted by James Cavanough on 29-Nov-2024 16:18:01

Superannuation is big business as you may well know, with mandatory contributions at a current rate of 11.5% and many doing more via salary sacrifice, that can be tax effective. The industry is now worth over $3tn (fourth largest superannuation industry globally) and is expected to continue to grow exponentially.

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Topics: superannuation, SMSF, Self Managed Superannuation Funds, SMSF management

Federal Budget 2023/24 - Key Highlights & What You Need to Know

Posted by James Cavanough on 11-May-2023 14:00:00

On the evening of 9 May 2023, the Government delivered its second Budget in the current parliamentary term.

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Topics: superannuation, budget

Federal Budget 2022/23 - Summary & What You Need to Know

Posted by James Cavanough on 31-Mar-2022 09:50:20

The 2022/23 Budget, brought down on 29 March - 6 weeks earlier than normal, is the last Budget before the next Federal Election is due to be held. The latest date for the election is 21 May 2022.

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Topics: superannuation, budget

Federal Budget 2021/22 – What You Need to Know

Posted by James Cavanough on 20-May-2021 11:34:55

It seems like no time has passed since the last Federal Budget.

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Topics: superannuation, budget

investing is more than owning a home and super

Posted by James Cavanough on 13-Mar-2017 10:00:00

For many Australians, their wealth journey consists of owning a family home and accumulating superannuation. But many would be interested to know there are other wealth generating strategies available.

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Topics: superannuation, investing outside of superannuation

Take care when considering industry superannuation fund insurance

Posted by James Cavanough on 30-Mar-2016 09:00:00

Risks of superannuation fund policies

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Topics: insurance, financial plan, superannuation

Ownership of insurance

Posted by James Cavanough on 23-Mar-2016 09:00:00

Different ways to own your insurance premiums

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Topics: insurance, financial plan, superannuation, taxation

Information About Superannuation and SMSFs

Posted by James Cavanough on 21-Oct-2015 09:00:00

Superannuation is a way of putting money aside now so you can live comfortably when you are retired.

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Topics: investment planning, market update, superannuation, retirement planning

Information About Investment Planning

Posted by James Cavanough on 14-Oct-2015 09:00:00

Investment planning involves buying into an asset class on the open market - cash, fixed interest, property or shares - with the expectation that the value will increase so you can sell for profit in the future. Therefore with successful investing, you are able to accumulate wealth.

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Topics: investment planning, market update, superannuation, retirement planning

Lantern advisory market update

Posted by James Cavanough on 07-Oct-2015 09:00:00

Based on the current market situation, here are some financial tips and investment opportunities you may wish to consider:

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Topics: superannuation, retirement planning