The public sector continues to offer voluntary redundancies (VR). These can very tempting for people to accept, particularly if you are already nearing retirement. Here are some key considerations and questions I am often asked by clients who have been offered a VR....
The end of financial year is coming up quickly, but there’s still time to get your superannuation, investments, and tax in order. Here are some strategies for you to consider during your end of financial year tax planning: Offset a capital gain – if you have sold an...
Since February, investment markets experienced greater volatility than any other time in history. The initial market sell-off has been subsequently met with an extraordinary rally in equity markets. What has this meant for the performance of your superannuation fund...
You may be planning on retiring in the next couple of years or are unsure of when you can actually afford to retire. Don’t put off seeking advice particularly if you are a CSS or PSS member. In this article we discuss some of the factors that need to be considered...
New rules for superannuation concessional contributions came into effect this financial year. As a CSS or PSS member, what do these changes mean for you? From 1 July 2019 concessional contribution ‘catch-up’ provisions allow you to make additional tax-deductible...
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