Paula Saruda

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So far Paula Saruda has created 2 blog entries.

The Ultimate Superannuation Checklist

BY LIAM SHORTE Republished from first/   Yet again we have only a short time left to the end of the financial year to put our SMSF or other super funds in order and ensure we are making the most of the strat­egies available to us. Here is a checklist of the most important issues that you should address with your advisers before the year-end. Warning before we begin In the rush to take advantage of new strategies, don't forget how good you may have it already. Be careful not to allow your accountant, administrator or financial planner to reset any pension that has been grandfathered under the pension deeming rules that came in on 1 January 2015 with­ out updated advice on the future consequences of losing the grandfathering. Point them to this document. It's all about timing If you are making a contribution, the funds must hit the super fund's bank account by the close of business [...]

By |2024-05-17T15:07:30+10:00May 17th, 2024|investment strategy, Retirement|0 Comments

Superannuation Insights: 5 Lessons Learned

An article from The Conversation by Susan Thorp provides valuable insights and advice related to superannuation, benefiting our clients by helping them make informed decisions about their finances. After a lifetime studying superannuation, here are 5 things I wish I knew earlier. Published: January 29, 2024 6.03am AEDT Susan Thorp Professor of Finance, University of Sydney Amassing the wealth needed to support retirement by regular saving is a monumental test of personal planning and discipline. Fortunately for most Australian workers, the superannuation system can help. Superannuation uses the carrot of tax incentives, and the sticks of compulsion and limited access, to make us save for retirement. There are benefits to paying timely attention to your super early in your working life to get the most from this publicly mandated form of financial self-discipline. I've been researching and thinking about superannuation for most of my career. Here's what I wish I knew at the beginning of my working life. 1. [...]

By |2024-05-09T17:13:24+10:00May 9th, 2024|Tips and Other News|0 Comments
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