Carry-Forward Concessional Contributions

Carry-Forward Concessional Contributions

Maximising your super contributions, specifically your carry-forward concessional contributions, provides an opportunity to increase your superannuation balance. There are two types of contributions. The first is known as a concessional contribution, and the second is...

Don’t set resolutions, set goals

If breaking New Year’s resolutions is as much a tradition as the act of making them, you’re not alone – nearly 45% of New Year’s resolutions don’t even make it past the first month.1 So why not try something different this year? The main reason resolutions fail is...

How to retire with greater confidence

For some Australians, retirement is everything they were promised. Indeed, those retiring today may be healthier than any comparable generation in history. Social researcher Bernard Salt calls ages 65-85, “The Great Contentment”1. However, retirees and pre-retirees...

Milestone Financials Bootcamp

Our Financial Bootcamp Seminar is one of the many workshops that Milestone Financial has hosted to inform, educate, and advise on all financial matters particularly budgeting, debt management & cashflow. Our Financial Bootcamp is designed to educate our guests and...

Helping you loosen the purse strings

In recent times, there’s been a shift by Australian policy makers to encourage innovation when it comes to retirement income streams. Overall, this move is a recognition of two key facts: We’ve done a great job of accumulating wealth for retirement, but The system...