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The new financial year is just around the corner

The federal budget is done and dusted, the federal election is just around the corner, and before we know it we will be welcoming in the new financial year.

In this newsletter, we have included information about the tax implications of various superannuation strategies. We have also provided details about making downsizer contributions, which could benefit older Australians selling their homes. Please be aware that the results of the federal election may result in changes to superannuation and tax policies.

We take a look at the financial and lifestyle upsides to being empty nesters. And, why it's so important to plan for your "life" after retirement.

We also delve into how our subconscious affects our attitudes towards money.

If you would like more information on any of the articles below, please contact this office on 02 4342 1888 or

Donna Clientcomm

Tax on superannuation

How your super is taxed differs depending on your age, contributions and other factors, so it’s important to understand the different tax implications that could apply to your nest egg.

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Making downsizer contributions into super – what you need to know

Older Aussies can put up to $300,000 into their super using the money from the sale of their main residence, regardless of caps and restrictions that otherwise apply.

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The financial and lifestyle upsides to saying sayonara to your adult kids

While nearly half are sad to see their children move out, nine in 10 say they’re travelling more, with some even making cash from the extra space at home.

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Don't just plan for retirement; Plan for your life

While it is generally not smart (or sustainable for most people) to go out and spend at will (or to eat nothing but ice cream), a good way to view the spend / save relationship is through an "everything in balance" approach.

How our subconscious affects our attitude towards money

Why you might be finding it difficult to save and what to do about it.

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