Maple Asset Advisory

News Source: SMH

Can I withdraw money from my super tax-free and recontribute it before turning 75? Provided you make the contribution before September 28 (28 days after the month after your 75th birthday) you could use the bring-forward rule.

News Source: AFR

Property price falls wipe billions off super balances With further interest rate rises expected, experts say property prices will continue to soften, setting up another challenging year for self-managed superannuation funds.

News Source: Money Matters

Why you need more than one budget | Money & Life Coming up with even a basic budget is a big achievement for most of us. But having more than one budget can actually help you get to your goals sooner. Find out how.

News Source: SMH

Super dilemma: Should you start a self-managed fund? In my quest to avoid as many fees as possible, I’m looking at taking the leap into a self-managed super fund.

Source: Money Smart

Get debt under control - Moneysmart.gov.au Simple steps to take to get out of debt, and stay out of debt, and where to go for help if you need it.

News Source: AMP

Your 7-point retirement planning checklist AMP’s 2022 Financial Wellness Report reveals Australians are becoming less confident about retirement. Here are some ways to get your retirement planning on track

Source: AFR

Financial stress up, income down due to COVID-19 Financial stress exacerbated by the COVID-19 pandemic has left one in four Australians finding it difficult to get by on their current income, according to new research.

SMSF TIP: Fund income and tax returns.
All SMSFs must lodge a combined fund income tax and regulatory return called the Self-managed superannuation fund annual return (annual return) with the ATO each year.
We can help you navigate the complex legal minefield of setting up and then managing your SMSF as well as provide the ongoing legal and compliance advice you require.

It doesn't have to be complicated. Learn more about what you can do with an SMSF! Setup Your SMSF Now.

Source: AFR

The one thing you must do to protect your SMSF as you age The great thing about keeping the fund running is that there is no need to sell assets, stop pensions or pay extra taxes.