KEEPING YOUR FINGER
ON THE PULSE

What happens to your superannuation when you die?

What happens to your superannuation when you die?

Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to...

read more
Unwinding COVID-19 Relief

Unwinding COVID-19 Relief

COVID-19 support will roll back as states and territories reach vaccination targets. The National Plan, the road map out of COVID-19, does more than provide greater freedoms at 70% and 80% full vaccination rates, it withdraws the steady stream of...

read more
Did Your Super Fund Receive a Compensation Payment?

Did Your Super Fund Receive a Compensation Payment?

Is a financial services compensation payment to your superannuation fund a contribution?Of late, there have been several compensation payments made by financial services providers to customers that were inappropriately charged or overcharged for insurance...

read more
Divorce, Superannuation and the Gender Divide

Divorce, Superannuation and the Gender Divide

New legislation will help prevent superannuation assets from being hidden during divorce proceedings.From 1 April 2022, the Australian Taxation Office (ATO) will be able to release details of an individual’s superannuation information to a family law...

read more
What now? Unwinding the Pandemic

What now? Unwinding the Pandemic

Australia’s two largest states and the ACT are in lockdown as the Delta strain of COVID-19 takes its toll while others are standing firm on a policy of eradication. The result is a country at a policy impasse and divided by border restrictions. And, it is...

read more

Get In Touch

we offer a free 30 minute phone consultation