by Investment Plus Accounting Group | Jul 24, 2025 | Downsizing, Retirement Planning, Superannuation, Wealth Planning
If you’re planning to sell your home later in life, you may have a valuable opportunity to supercharge your retirement savings — even if you’re already retired or have a high super balance. Since 1 January 2023, Australians aged 55 or older can contribute up...
by Investment Plus Accounting Group | Jul 23, 2025 | Retirement Planning, Superannuation, Wealth Planning
If retirement is just around the corner and you’ve built up a sizeable bank of accrued leave, you may be facing a tough question: Should you take a well-earned break now or cash it out as a lump sum when you retire? While both options might seem attractive, the...
by Investment Plus Accounting Group | Apr 6, 2025 | How To, Investments, Superannuation, Wealth Planning
Choosing the right investment option for your superannuation is crucial for building a comfortable retirement. With various investment choices available, understanding their distinct characteristics and associated risks is key to selecting the best option for your...
by Peter Ristevski | Mar 24, 2025 | Financial Planning, Wealth Planning
Financial planning can be particularly complex for high-net-worth individuals or affluent Australians. Structuring wealth involves navigating various challenges, including tax implications, legal considerations, and family dynamics. For this reason, many affluent...
by Investment Plus Accounting Group | Feb 5, 2025 | Retirement Planning, SMSF, Superannuation, Wealth Planning
Superannuation (super) is one of the most crucial aspects of your financial planning for retirement in Australia. However, many people find that their superannuation savings fall short of what they need for a comfortable retirement. The good news is that there are...
by Investment Plus Accounting Group | Dec 2, 2024 | Retirement Planning, salary sacrifice, SMSF, Superannuation, Wealth Planning
Salary sacrificing into superannuation involves directing a portion of your pre-tax income into your super fund. This can help you boost your retirement savings while potentially reducing your tax liability. If you’re considering this strategy, here’s a...
