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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Library
  • Important Information
    • FAQ’s
    • Our Licensee
    • Compliance Documents
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    • Terms & Conditions of Use

Investing in investment bonds

Posted at 19 Feb 2023 in General Interest, Technical Updates by Strategic Retirement Solutions

Investment bonds are long term investments that may offer tax efficiency to investors on a high marginal tax rate and those investing for children or grandchildren. Unlike traditional investment products, such as managed funds, bonds are a 'tax paid' investment. This means that tax on investment...

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Downsizing your home? Understanding the downsizer contribution

Posted at 16 Jan 2023 in General Interest, Technical Updates by Strategic Retirement Solutions

Downsizing the family home is often part of the longer-term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the sale of your family home to your super – depending on your age and circumstances –...

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Five Questions to ask before Plunging into an ETF

Posted at 23 Aug 2022 in General Interest, Technical Updates by Strategic Retirement Solutions

Exchange Traded Funds (ETFs) have been available on the ASX for over 2 decades, but in recent years, this category’s variety and representation within Australian portfolios have grown rapidly. By offering exposure to different global markets, industry sectors and strategic themes, as well as non-equities asset...

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New opportunities to grow your Super from 1 July 2022

Posted at 14 May 2022 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

Both older and younger Australians, as well as low-income earners, are set to benefit from some upcoming super opportunities. From 1 July 2022, there will be some changes made to super to make it easier for people to grow their retirement savings. These changes will create...

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Transfer balance cap set to increase to $1.7 million

Posted at 20 May 2021 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on 1 July this year, but not for everyone. Currently you can transfer a maximum of $1.6...

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Good news – Super contribution caps to rise

Posted at 20 May 2021 in General Interest, Superannuation, Technical Updates by Strategic Retirement Solutions

On 1 July 2021, both the concessional and non-concessional superannuation contribution limits, also known as ‘super contribution caps’, will rise. This is good news because this is the first time these limits have changed since 1 July 2017, when the concessional contributions cap was reduced to...

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What assets can you have before losing your pension

Posted at 17 Nov 2019 in General Interest, Technical Updates by Strategic Retirement Solutions

There are many benefits to receiving a pension or even a part pension, but there are limits to what level of income or assets you can have to be eligible. Regarding assets, the key limits as at 1 July 2019 are as follows: To receive a full...

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7 super strategies for end of financial year

Posted at 18 May 2019 in General Interest, Technical Updates by Strategic Retirement Solutions

The end of the financial year is a good time to think about how you could grow your super and start saving for retirement. Here are some options you could consider to help your super work harder for you. Tax-deductible super contributions You may be eligible to...

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Could your home deposit be helped by your super?

Posted at 17 Aug 2018 in General Interest, Technical Updates by Strategic Retirement Solutions

It’s no secret that saving for a house is tough. Raising the money for a deposit can seem to take forever, even if you’re consistent with your savings plan. Want some good news? There’s a new way to save, and it’s called the Government’s new...

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Downsizing for retirement

Posted at 17 Aug 2018 in Superannuation, Technical Updates by Strategic Retirement Solutions

Australians aged 65 and over who are downsizing for retirement can now contribute the proceeds from the sale of their main residence (up to $300,000) into super. We take a look at what this could mean for you, bearing in mind that like with all important...

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