Planning is key as SMSFs enter new phase
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings. But recent
Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety. Whether the ASX is
Stay up to date with what’s happened in the Australian economy and markets over the past month. Interest rates and tariffs continue to influence markets
You’ve been doing all the right things when it comes to saving your hard-earned cash. You’ve cut back on luxury getaways and culinary splurges, exercised
Running a small business in today’s competitive landscape means constantly looking for ways to stand out, stay efficient, and deliver value. One of the most
When the temperature drops, it feels like more of an effort, but getting outdoors, even when it’s chilly, can do your brain and body a
With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack what’s
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s
If you enjoy a touch of luxury when you get away, thinking about the ideal vacation can conjure up daydreams of sipping champagne by an
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade
The end of the financial year is an opportunity to optimise your financial strategy, take advantage of tax deductions, and set yourself up for the
As the federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax), concerns
Suite 3, 2nd Floor 1/5 Dee Why Parade
Dee Why NSW 2099
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
AEN Financial Services Pty Ltd ATF AEN Financial Services Unit Trust ABN 79 166 456 535 (trading as “TIK Financial Group”) is a Corporate Authorised Representative 000455518 of Alliance Wealth Pty Ltd AFSL 449221. www.centrepointalliance.com.au/aw
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.