Financial Planning News

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TRANSITION TO RETIREMENT - what is it?
Since 1 July 2005, new Government rules give you more options in making the transition from work to retirement. If you have reached your preservation age, you will be able to draw on your super, if your fund allows, without having to retire permanently from the workforce. ...more

Trauma and Women
An overview of the importance of Trauma Insurance for Women ...more

Superannuation Splitting

An early Christmas present from the Government. New legislation has been passed to enable Superannuation splitting between spouses on 8th December 2005. ...more

Super splitting could save $21,000 in tax:

Now that the strategy of Super Splitting has been introduced, clients need to be aware of the enormous impact it may have on your future super accounts.

Some super fund managers are claiming that taking full advantage of the new rules could save couples up to $21,000 in tax. ...more

UK Pension Transfers-The Benefits

Eligible people transferring pension assets from the UK to an Australian fund may benefit substantially from the Australian superannuation reforms which allow the tax free draw-down of assets and income after age 60, when they become effective on 1 July 2007....more

UK Pensions- FAQ

Answers to some commonly asked questions with regards to your UK Pension transfer....more