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Following are regular blog posts from Endura Private Wealth.

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Archive for category: Superannuation

11 Tax Facts about Superannuation

Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax facts about super. 

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11 Tax Facts about Superannuation
( Posted in: Superannuation )

Do you have more than one super account?

Did you know there is over 101 million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up $20.82 billion in ‘lost super’. Is some of that yours?

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Do you have more than one super account?
( Posted in: Superannuation )

Taking the mystery out of the jargon

When it comes to super, all too often it can seem to be in another language. But when you understand the language, everything starts to make a lot more sense. To help, we explain some commonly used superannuation jargon.

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white piggy bank with
( Posted in: Superannuation )

Salary sacrificing - not such a sacrifice

A global survey of people's attitudes to retirement savings shows while Australians expect to spend, on average, 23 years in retirement, their money will run out after only just 10 years.  This gap in retirement savings, affectionately called ‘the retirement gap’ is a growing concern and more and more Australians are looking for ways to boost their super savings.

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Growing wealth concept. Growing plants with coin piles
( Posted in: Superannuation )

ATO diversification probe may cause audit headaches

Some SMSF trustees with annual returns due in October may need to re-audit their accounts for the last financial year, following a warning from the ATO that funds which are highly concentrated in one asset must present a compliant investment strategy to their auditor or risk penalties of over $4,000.

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Business people going through graphs
( Posted in: Superannuation )

Uncovering the mystery of tax on super

The rules regarding super and tax are complex and, for many, the tax paid when putting money into super, its earnings while invested, and when benefits are finally paid can be a mystery. We take a look at how superannuation is taxed.

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Uncovering the mystery of tax on super
( Posted in: Superannuation )

Spotlight on SMSFs

Australians who want greater control of how their retirement savings are invested are increasingly exploring the option of setting up their own self-managed super fund (SMSF). The freedom of putting yourself in the driver’s seat for your super has made SMSFs the fastest growing sector of the super industry.

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Spotlight on SMSFs
( Posted in: Superannuation )

Budget Update 2019