by orange_office | Apr 29, 2026 | Weekly Updates
If concessional (tax-deductible) super contributions are the ideal way for people to boost their tax refunds, non-concessional (non-tax-deductible) contributions are the ideal way for people to boost their future retirement incomes. Concessional contributions...
by orange_office | Apr 22, 2026 | Case Studies
July is the most popular time of year to retire as new retirees can receive their unused leave payout in a new financial year in which they may have little other income, and so pay less tax on that leave pay. Whether people are considering retiring this July or next,...
by orange_office | Apr 8, 2026 | Weekly Updates
What are the most tax efficient investments for wealthier people? The best answers to that question have changed with rule changes in recent years. They will change again from July with the new taxes on large superannuation balances. Returns on investments held in...
by orange_office | Mar 25, 2026 | Weekly Updates
The Iran War has some investors worrying whether they should switch to be more defensive. Since their October peak share markets have seen losses in November due to fears technology stocks were overvalued, then a recovery, then falls in January on fears of mass...
by orange_office | Mar 18, 2026 | Uncategorised
A quick online search for information about the savings Australians hold produces some alarming figures. Approximately 8 per cent of adults have no savings whatsoever. About 15 per cent have less than $100 in the bank. A total of 40 per cent of people have less than...
