With what feels like continuous changes to superannuation legislation, it is no wonder that navigating retirement planning can be a challenge. Fortunately, there are still concessions provided to retirees and ways to maximise your superannuation balance in the lead up to retirement. The downsizer measure, which became available 1 July 2018, allows people over the…
Super and tax rules are always changing – providing fresh opportunities to help maximise your retirement savings. Here are two new ways you may be able to help boost your super, as well as your tax return. Good news for employees Before 1 July 2017, you could only claim a tax deduction for making a…
What’s the magic amount you need in your super account to retire comfortably? Unfortunately, this age-old question is a difficult one to answer, because it will be different for everyone. The good news is that there’s a wide range of tools available to help you calculate an amount that makes sense for your personal circumstances.…
At Aptus, we have always worked with our clients to provide them a holistic service that meets their varied financial needs. Within two years of launching, and after fielding many client wealth management queries, founders Rebecca Mihalic & James Solomons decided there was no way we could continue to provide a holistic service without…
