Brett

Economic Update June 2016 Please review the following monthly economic update for June 2016  Economic Update Please contact TNR Wealth for more information.

10 Smart Saving Tips For The New Financial Year The new financial year is almost here. It’s nearly time to dig out the receipts and book an appointment with your accountant. Tax time is also a good opportunity to review your current financial situation and put a plan in place […]

SMSFs: The Five Essential Facts Self-managed super funds (SMSFs) remain a popular vehicle for investors to build their retirement savings. According to the Australian Taxation Office (ATO), 99.5 per cent of all super funds are SMSFs. A total of 29 per cent of the $2 trillion in super fund assets […]

Baby Boomers Need To Get Their Financial House In Order New research by super fund REST has found younger people are concerned about their financial future and worried they will have to support their parents in retirement. REST surveyed (1) 1000 people between the ages of 18 and 34 – […]

5 Ways To Sort Out Your Finances Before June 30 The end of the financial year is just around the corner. Now is an ideal time to get your finances in order and boost your super before the 30 June cut-off. You may also be entitled to a range of […]

Make the most of your super contributions Are you looking to grow your retirement savings? Do you make voluntary super contributions? Are you aware of the $30,000 concessional contributions cap? How does it work? There are many important tax benefits associated with investing in super. But to make the most […]

Funding the Golden Years Please review the following article in regards important retirement information Funding the Golden years Please contact TNR Wealth for more information.

Your super account will generally be considered ‘lost’ if:** no contributions or rollovers have been added to your super account in the last year and either your super fund never had an address for you, or mail sent to you by your super fund has been returned unclaimed, or for employer default […]

It’s really important to consistently focus on how to improve your personal finances. But good intentions aside, there’s nothing like a deadline and the end of the financial year (EOFY) is one of the key dates to aim for when it comes to tax planning. June 30 is a really […]

Whether you are retired, or perhaps in need of extra cash to support the kids, your investments can play a role in helping you with a regular source of income. There are a range of ways to access income, from directly in bonds or equities to using products like managed funds […]