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Making superannuation downsizer contributions

by Milestone Financial | Jun 16, 2023 | Uncategorized

If you’re over 55 and looking to boost your retirement savings, you may be eligible to make a super contribution of up to $300,000 from the sale proceeds of your primary residence. On 1 January 2023, the age when eligible Australians qualify to make downsizer...

Tax-deductible superannuation contributions explained

by Milestone Financial | Jun 16, 2023 | Uncategorized

Did you know you can claim a tax deduction on certain super contributions when you do your tax return? Whether you’re employed, self-employed, unemployed or retired, you might be eligible to claim a tax deduction on your after-tax super contributions. After-tax super...
Milestone’s Investment Philosophy and Portfolios

Milestone’s Investment Philosophy and Portfolios

by Milestone Financial | May 4, 2023 | Financial independence, Retire Right

Investment Philosophy Forward-looking We believe that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and the implied risks in financial markets. This can mean at times making decisions that are...

Obtain Excellent Superannuation Advice and Prepare for Your Future Today

by Milestone Financial | Apr 17, 2023 | Uncategorized

Consider speaking to one of our team members, even if you are a young, newly married couple or only a few years away from retirement. You may still need superannuation advice, whether you’ve already stopped working or have just started making regular payments into a...
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