GeekBooks

Superannuation

How Can I Find My Lost Superannuation It’s Easier Than You Think!

How Can I Find My Lost Superannuation? It’s Easier Than You Think!

As of June 30, 2024, there was almost $17.8 billion of lost fund-held and ATO-held superannuation in Australia.  That’s billions of dollars sitting idle, potentially with your name on it! If you’ve ever switched jobs, changed addresses, or simply lost track of super accounts, you could be part of this staggering statistic.  Here’s the good […]

How Can I Find My Lost Superannuation? It’s Easier Than You Think! Read More »

Hospitality Superannuation

Is Your Hospitality Superannuation Working for You?

As someone in the hospitality industry, you’re no doubt working hard, taking orders and balancing trays or preparing and cooking delicious food. But while you’re busy taking care of customers, who’s taking care of you?  Your superannuation should be. It’s an investment in your future, shaping how comfortably you can retire.

Is Your Hospitality Superannuation Working for You? Read More »

Self Managed Superannuation Funds

Is a Self-Managed Superannuation Fund the Right Choice for You?

As of March 2024, there were 616,400 self-managed superannuation funds (SMSFs) with a total of 1,148,481 members and $932.9 billion in estimated assets. Considering those impressive numbers, you may be wondering if an SMSF is the way to go to save for your retirement. What exactly is a self-managed superannuation fund? What are its benefits?

Is a Self-Managed Superannuation Fund the Right Choice for You? Read More »

How to Combine Superannuation Accounts

Simplify Your Super: How To Combine Superannuation Accounts

Are you juggling multiple superannuation accounts? This can make tracking your retirement savings difficult and potentially increase your fees. Consolidating your super accounts into a single fund can simplify your financial life and potentially boost your retirement savings. In this guide, we’ll discuss why you might have multiple super accounts, the benefits of consolidating them,

Simplify Your Super: How To Combine Superannuation Accounts Read More »

Superannuation Income Protection

Secure Your Future With Superannuation Income Protection

Imagine this: you’re at the peak of your career, bills are paid on time, and you’re looking forward to that dream vacation. Suddenly, an unexpected illness or injury strikes, leaving you unable to work. Medical bills pile up, and the once-steady stream of income dries up. This scenario, while frightening, is a reality for many

Secure Your Future With Superannuation Income Protection Read More »

Australia_s Accountant Shortage

Australia’s Accountant Shortage: Crisis Mode for Businesses and the Economy

Imagine this scenario: Laura owns a thriving coffee shop in Melbourne. It’s almost tax time, and her accountant has retired. She’ll just find a new one; no big deal, right?  After weeks of searching, Laura can’t find a replacement accountant. Deadlines are looming, and Laura is feeling understandably overwhelmed. This story isn’t unique. Unfortunately, many

Australia’s Accountant Shortage: Crisis Mode for Businesses and the Economy Read More »

How Can I Withdraw My Superannuation?

Ready to crack the code on your superannuation? This isn’t just about numbers and regulations- it’s about your future and the dreams you’ve been building towards.  We’ve tailored this guide to those of you wanting to know, “How can I withdraw my superannuation?” Regardless of whether you’re approaching a well-deserved retirement or considering an early

How Can I Withdraw My Superannuation? Read More »

    Get a Quote