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30 June is just around the corner

Winter has arrived and the end of financial year is just around the corner.  In this newsletter we kick off with some options for boosting your super before 30 June.

We look at the benefits of planning ahead for longevity and outline the new super rules to benefit retirees looking to downsize their homes & our article on tax scams is a must-read at this time of year. 

To arrange a review or to speak to one of our team, please contact this office on
Ph: 02 8539 7999 (ext 2) or


Mathew Gale


Super contributions - 30 June is just around the corner

Now might be a good time to top up your super and help give your balance a welcome boost. Here’s a guide to help you make the most out of your super before 30 June.

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Planning for a (much) longer life

We generally need to make earnings from 40 to 50 years in the workforce extend across what could be 80 to 90 years of living.

Read full article >>

New rules to benefit those downsizing for retirement

Downsizers will be able to top up their super with the proceeds from the sale of their main residence from July 2018.

Read full article >>

Watch out for tax scams

The end of the financial year will likely bring the usual wave of scams. Here's what to look for.

Read full article >>