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...
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...
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...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Whatever your age, if you’re thinking of dabbling in investments like shares, managed funds or cryptocurrencies, here’s a list of common mistakes which are generally worth steering clear of. 1. Failing to plan When looking to invest, it’s generally wise to...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie mums and dads recognise that they’re accountable when it comes to shaping their children’s perspective around money...
by Zoe Butt | Jul 13, 2020 | Uncategorized
Digital payments and online banking for older Aussies Although we’re already a predominantly cashless societyi, the introduction of social distancing has further increased our reliance on digital payments and online banking. Face-to-face encounters have become less...
