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 | May 31, 2025 | Superannuation
With the end of the financial year just around the corner, now’s the time to give your superannuation a healthy boost. Whether you’re looking to reduce your tax bill, take advantage of government incentives, or simply build your retirement savings, these five savvy...
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...
