The most important thing to remember is that there is no point in spending money to get a tax deduction unless it’s going to result in something useful for you.
Important information: This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from your financial adviser and seek tax advice from your accountant.
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8th August 2025 - 12:30 - 1:30.p.m
The best retirements are those planned well in advance. Because when it comes to designing the life you want, age should never be a limit.
In this expert-led webinar, we’ll walk you through the essential strategies to help you create a financially secure and fulfilling
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1st August 2025 - 12:30 - 1:30.p.m
Thinking about using your super to invest in property? Join our expert-led webinar to explore how a Self-Managed Super Fund (SMSF) can help
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25th July 2025 - 12:30 - 1:30.p.m
Join our free webinar, SMSF: Is It the Right Investment Strategy for You?, to explore how a Self-Managed Super Fund can help you
take control of your retirement in today’s changing economic landscape.
To be eligible to make a downsizer contribution to your super, you must be aged 55 or older and have owned your home for at least 10 years prior to the sale.
The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.