Sinclair Wilson news and updates
Colac SMSF Accountants can get your fund ready for 30 June
The end of the financial year is literally around the corner – which means now is the perfect time to speak with Colac’s SMSF experts to ensure final checks are...
Warrnambool superannuation experts provide a Federal Budget update
As expected, this year’s Federal Budget has a strong emphasis on job growth and women’s security. From an SMSF perspective, there were some welcome surprises for SMSF trustees. The key...
Propensity to plan pays off for Sinclair Wilson’s newest Partner
Kerrie Hughson always had a plan. Even when starting her first full time job at one of the world’s largest financial firms, the-then 21-year-old knew that she would one day...
Hamilton SMSF Trustees – what you need to consider before the 2020 End of Financial Year
The impact of the COVID-19 pandemic has impacted everything from how we spend our weekends, to how we work. And for Self Managed Superannuation Fund (SMSF) trustees based in Hamilton,...
Four upsides to downsizing your Hamilton home
Downsizing your Hamilton home is a step backwards, right? Wrong! Downsizing a home has become a popular choice for homeowners, particularly as they approach retirement. But what are the benefits?...
Five things you need to know to plan for a ‘super’ retirement in Colac
To many of us, the word, ‘retirement’ means freedom. Freedom from work. From a 9-5 commitment. From working for the man, the woman, the customer, the client. But if you...
SMSF-Friendly Federal Budget
A Self Managed Super Fund– friendly budget is the good news coming out of the 2018-19 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes...
Trust deeds in the new SMSF world
Your superannuation trust deed along with the superannuation laws form the governing rules that self managed super funds (SMSFs) needs to operate by. The introduction of the $1.6 million transfer...
Government delivers stability for SMSFs in 2017-18 Federal Budget
Stability and confidence for superannuation is the good news coming out of the 2017-18 Federal Budget. With SMSF members still working through the wide-reaching and complex superannuation changes of the...