Learn more so you can start having clarity in your future by making smarter money decisions.
Being organised leading into the new financial year can put you in a better financial position quickly - getting the uplift from being tax effective could be your best return all year. That's why we share tax time tips. This article covers off a few key reminders you...
![SMSF checklist for selling property [AFR Article]](https://peakwm.com.au/wp-content/uploads/2021/04/SMSF-chelist-for-selling-property-2021-peakwm-peak-wealth-management-sydney-best-financial-advisers-400x250.jpg)
Tempted to sell because prices are high? First check your timing, then the loan and what you’re going to do with the proceeds. Well written piece by Ben Smythe in the Australian Financial Review. With the residential property market on an upward spiral, investors...
MTAA Super and Tasplan will take on a new name on April 1, as their $23 billion merger completes. The combined fund will be called Spirit Super and have 326,000 members and lower administration fees. MTAA Super chief executive Leanne Turner, who will be the chief...
Question from Graeme in Melbourne, VIC : In this current climate and while many are withdrawing from their superannuation, would it be a good time to increase your contributions to your superannuation? Answer by Andrew Debono from our team at Peak Wealth Management...
Article written by Susan Hely on moneymag.com.au website June 18, 2020. Don't neglect your superannuation this financial year, otherwise you will miss out on one of the few tax concessions available. If you aren't under financial stress because of COVID-19 and can...
Full article below written by Helen Baker and shared in MoneyMag April 2, 2020. One addition we can add to the well written article below is an offer that we can share with you. A FREE account to our 'Wealth Portal' Our 'Full Wealth Portal' is shown in this video...
![Life Insurance Will Absolutely Protect You [This Is How]](https://peakwm.com.au/wp-content/uploads/2020/04/Weve-Got-You-Covered-IMAGE--400x250.jpg)
Today, we’ll be sharing information about what life insurance and income protection is and how it is used to protect you and your family. We’ll be covering how you can use your superfund to pay for all (or most) of your personal insurance premiums. What is Personal...
The well written article by Julia Newbould on February 26, 2020 in MoneyMag.com.au discusses the following 7 key headings: What is salary sacrificing? Can anyone salary sacrifice into super? Who is salary sacrificing best suited to? What is the difference between...
