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Although we are all still in unusual times, it's hard to believe the end of the financial year is almost here. It is this time of year when you should consider your superannuation. In the first article below we are pleased to provide you with some tips to consider before June 30th.

For many retirees, the significant losses in financial markets as a result of the COVID-19 crisis are having a negative effect on the account balance of their superannuation pension or annuity. Please read our article regarding changes to minimum pension payments. It has information on the Federal Government's announcement to reduce the minimum payment by 50%.

To find out what’s right for you, give us a call on 02 4342 1888 well before June 30 to give us time to take action if necessary. 

Kind Regards,

Donna Clientcomm

9 super tips for this EOFY

So much has happened over the past couple of months since the coronavirus (COVID-19) turned the economy and our lives upside down. It’s easy to forget that the end of the financial year is just around the corner.

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Changes to Minimum Pension Payments

To assist retirees, the Government has reduced the minimum annual payment required for account-based pensions and annuities, allocated pensions and annuities and market-linked pensions and annuities by 50% in the 2019–20 and the 2020–21 financial years.

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