//Strategy

What you need to know about Labor’s proposed changes to Tax Policy

What you need to know about Labor's proposed changes to Tax Policy By Gareth de Maid, Relationship Manager - Financial Strategy Specialist As a second part to our analysis of Labor Party taxation policy, we’ve turned our attention to personal taxation and broader policies outside superannuation. If you haven’t read our last article relating [...]

2019-03-09T02:50:33+00:00 October 24th, 2018|Finance, Strategy, Superannuation, Tax, Wealth Protection|

Downsizer contributions to Superannuation

Downsizer Contributions to Superannuation As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new and useful strategy benefits those looking to contribute excess sale proceeds to superannuation. Additionally, it may also prove to be [...]

2018-09-26T02:49:25+00:00 September 26th, 2018|Finance, Strategy, Superannuation, Wealth Protection|

Planning superannuation for a Labor Government

Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager - Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, it’s time to start looking at ALP superannuation policy and preparing for implementing strategies if they are elected in the [...]

2018-11-27T21:56:19+00:00 September 14th, 2018|Finance, Strategy, Superannuation, Wealth Protection|