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Posts about superannuation (2)

March 2, 2023 • 4 min read

7 Things to Consider when Moving to Pension Phase in Superannuation

Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient way to save for your retirement, and this article will give you seven key things to consider when transitioning from the accumulation phase to the pension phase within superannuation.

By Samuel Kerr
February 28, 2023 • 3 min read

Shining a Light on Your Future: The Critical Importance of Transparency in Your Superannuation - Nucleus Wealth Empower

In this episode of Nucleus Wealth Empower, join Shelley George, Nucleus Wealth’s Chief Operating Officer and Damien Klassen, Chief Investment Officer, to find out why transparency is important in your investments. Empowering you to develop money and investing as tools for living your fullest life. ...

By Shelley George
August 4, 2022 • 4 min read

8 Super Changes You Should Know - Nucleus Wealth Empower

Super is an ever changing landscape and this new financial year is no different. In this episode of Nucleus Wealth Empower, please join Shelley George, Nucleus Wealth's Chief Operating Officer and Senior Financial adviser Samuel Kerr to see the 8 changes to Superannuation as of the 1st of July ...

By Shelley George
July 22, 2022 • 9 min read

8 quick things you need to know about the new superannuation rules

Happy New Financial Year! Super and the tax system is an ever-changing landscape and this year is no different. This article will summarise the changes that took effect on the 1st of July 2022.

By Samuel Kerr
June 27, 2022 • 4 min read

Super Contributions: Concessional & Catch Up - Nucleus Wealth Empower

It's that nearly time of year again: tax time! In this episode of Nucleus Wealth Empower, Chief Operating Officer Shelley George is joined by Nucleus Wealth’s Senior Financial Adviser, Samuel Kerr, to discuss if it is appropriate for you to make a contribution to your superannuation before we hit ...

By Shelley George
May 13, 2022 • 5 min read

To Invest Inside Super or Outside Super? That is the Question?

At the end of the day, it always boils down to what your goals are, your time horizons and what your intentions are for your money. Are you investing to fund your retirement? Or are you investing for something else? This will ultimately give you your answer.

By Samuel Kerr
April 6, 2018 • 3 min read

Frankly, its a bit on the nose.

The dust is starting to settle a little on the Labor party's recent proposal to stop the refund of unused franking credits and lines are slowly being drawn in the sand in preparation for battle.

February 23, 2017 • 1 min read

Have you planned for lower income growth?

As covered today by Leith over at MacroBusiness here and here, today's ABS release confirms what most of us suspect, that wage growth in the long term is looking pretty bleak. Therefore it might be pertinent to think about how this outlook might affect you.