A message in regards to the Royal Commission Recommendations Written by Adam Cursio 7th February 2019 Dear Client, Our family has been providing financial services since 1986. Some of you have been loyal clients since then. Our family business has grown to a team of six and we look after almost 2,000 clients. We have
What is superannuation? Superannuation is an investment vehicle that allows you to invest, grow and save for your retirement. It is government supported and encouraged and there are minimum percentages that your employer needs to pay into your superannuation. Interest earned on your superannuation account will be subject to tax of 15% while in the
First home savers, downsizers and small business are the winners in Treasurer Scott Morrison’s second Budget – while taxpayers face an increase in the Medicare levy. Note: These changes are proposals only and may or may not be made law Superannuation Contributions from downsizing the home Date of effect: 1 July 2018 Individuals
Changes to the superannuation rules will come into effect on 1 July 2017 While the government will reduce the amount of money you can put into super from 1 July this year, the good news is that you could still take advantage of opportunities before the financial year ends. While we don't believe it's fair that
Let Us Find Your Lost Super Adam Cursio Did you know that unclaimed Super funds with low balances could be taken away from your Trustee's control and into the hands of the ATO? The Australian Government has recently made amendments to rules on small super funds with balances under $6,000. As of 31st December 2016, if
How much life insurance do I need? Adam Cursio | Financial Planner BBus(FinPlan), DipFin, DipFinServ(InsBroq), LREA Naturally, people carry an element of invincibility throughout their lives, with ill health or accidents being events that occur to 'other unfortunate people'. However, anyone can be struck down out of the blue by unexpected illness, injury or death.
