Introducing the My Estate Planning Profile

Typically, estate planning is a relatively straightforward process. For most individuals having a Will, Power of Attorney, and Superannuation Beneficiary Nomination is quite enough. While it’s a great first step to have all of these measures in place, it only tells half the story when it comes time for your Executor to administer your estate. …

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Winter Newsletter

In the Winter 2017 edition of the Muirfield eNews we tell you the latest on the team, introduce you to a high-flying client, discuss the state of the market, and give an overview of the latest in superannuation and the pensioner concession card. We hope you enjoy it!

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More Flexibility for Tax Effective Super Contributions

Salary sacrificing into super is a popular strategy for clients looking to tax effectively maximise their retirement savings.  As of 1 July 2017, many individuals now have the additional option of making personal deductible contributions. This means everyone now has greater flexibility around how they make tax effective contributions to super. What has changed? Since…

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‘Keeping tabs on your super investments’

We can’t stress this enough – it is so important to make sure you have the best possible investment strategy for your situation. But how do you do it? Matt Torney was, once again, interviewed by the Financial Planning Association’s Money & Life online magazine to help answer this very question.  Click here to read the article and…

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‘Is the 2017 Federal budget a winner for retirees?’

Recently, Muirfield Adviser, Matt Torney was interviewed by, the Financial Planning Association (FPA) online magazine, Money & Life regarding the 2017 Federal Budget and its potential effects on retirees. The article reflects on the re-instatement of the Pension concession card, the pros and cons of downsizing, and contributing proceeds to Super. To read the article, please click here.

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Superannuation Reform Seminar

On 12th May, 2017, Muirfield held a public seminar to educate individuals on the implications of the Superannuation changes taking effect in July 2017. If you would like to review the presentation we have attached a copy here. If you have questions regarding the changes please do not hesitate to contact our office on 03 5224 2700.

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Muirfield Budget Update – 2017

On 9 May, Treasurer Scott Morrison delivered the 2017 Budget. Morrison touched on quite a few points and declared that Australia will return to surplus in the coming years. There are some interesting changes that may come about due to the budget, and we have highlighted these below:   Home Proceeds and Superannuation In the…

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