June Newsletter Published 5.6.2024

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Our June Issue Covered

Making your super last in retirement

Superannuation is often a key source of income when you retire so it’s important to ensure your investment strategy makes your retirement savings last for as long as possible.

  • Shifting investment strategy objectives
  • What investment strategy should I consider?
  • How long will my super last?
  • The last word
  • Personal services income explained
    – A business structure
    – The tests
    – Personal services determination
  • Personal Services Income Flowchart
  • What’s not considered “income” by the ATO?
    – Exempt income
    – Non-assessable, non-exempt income
    – Other amounts that are not taxable
  • Don’t lose your super to scammers
    – ASIC on the lookout
    – How cold callers operate
    – What to do
    – Avoid social media click bait
    – Beware of other sophisticated scammers
    – Beware of scammers
    – What to do
  • On-boarding new employees

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