Time to enjoy
Why now is the time to roll-in your Super
March 29th, 2017
Now is the time of year when many of us receive multiple super statements. We can think about rolling all of the accounts into one, but it may never happen. It somehow slipped into the too hard or too busy basket. When you receive more than one super statement, it’s time to consolidate. There are […]
Ask Andrew Jewell
March 29th, 2017
Q: I have been notified by my Payroll department that I need to review my salary sacrifice contributions. Why do I need to do this? Your Payroll department is letting you know that you may need to change your salary sacrifice contributions so that you do not have to pay extra tax or incur penalty […]
Ask Peter Scott (December) 2016
December 20th, 2016
Question 1: I am 62 years of age, I currently have a Transition to Retirement Pension with First Super (Drawing $750 per fortnight) and a Salary Sacrifice arrangement with my Employer for $1,000 per fortnight. I understand that the Federal Government introduced number of changes that may affect my current arrangements superannuation arrangements, could you […]
Ask Peter Scott – September 2016
September 29th, 2016
Question 1: My wife and I are both 67 and we own our home. I receive a Superannuation Pension from First Super and my Wife and I receive a part pension from Centrelink. Could you please explain the changes to the Age Pension that start from 1 January 2017? Answer: You may be affected by the […]
Things to consider before starting a SMSF
July 6th, 2016
Having an SMSF is not as easy as you may think. Here are some things you should consider if you are going to become one.
Ask Peter Scott
July 4th, 2016
Question 1: I have just retired and my wife and I are applying for the Age Pension, we also intend to draw a pension form First Super. In reviewing the application I noticed we have several payment options available if I should die after commencing the Pension. Could you please explain how these options work? […]
Why financial advisors aren’t just for the wealthy
March 29th, 2016
Financial advice can feel out of reach
for many of us. The reality of financial advice is actually very different – and with the help of your super fund, financial advice is a lot more accessible.
Are you eligible for the Grandparent Childcare Benefit?
March 29th, 2016
In response to the growing number of grandparents taking on the role of sole caregiver, the government has introduced a scheme to help ease the pressure by making childcare more accessible.