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The pension changes you need to know about

The rules and regulations regarding how you can use your super to fund your retirement are often tweaked and changed – even more so as the Government create ways of helping people minimise the financial impact of COVID-19, so it’s important to keep abreast of how those changes may affect you. Here’s what you need to know.

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Super contributions update 2021

A number of changes have been made to how you can contribute to your super fund – including changes to the work test requirements and concessional contribution catch-ups.

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Estate planning: Making it easy for the executor of your will

You might have your will all sorted out, but what about all of those other pieces of your life that will need to be dealt with? From car registrations to email log-ins, bank accounts to superannuation, Crystal Wealth Partners executive director John McIlroy details the information you need to record to leave behind. For the sake of your executor, at least!

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Why reverse mortgages are becoming a viable tactic

If you’re thinking about releasing some equity, a reverse mortgage is well worth your consideration, explains Crystal Wealth executive director John McIlroy.

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Superannuation changes 2020-21

A raft of superannuation changes for the new financial year means greater flexibility in how you build your super balance. Crystal Wealth Partners’ Chris Murray explains all.

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Preparing for your 2020 end of financial year tax return

It’s an EOFY with a difference this June 30, with some COVID curveballs thrown into the mix. Our Senior Financial Adviser Chris Murray shares some key things you need to be aware of.

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Superannuation talking points

It’s wise to keep on top of your super, whether you’re accessing it now or not. From changes to the minimum withdrawals to eligibility to co-contributions, Crystal Wealth Director Louise Lakomy guides you through what you need to know.

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The questions you need to answer before retirement

By exploring these five questions you can set yourself up for the retirement you’ve always dreamed of, says Crystal Wealth Partners director, Louise Lakomy.

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Estate planning: The four documents you need to have

How many have you got, asks Crystal Wealth executive director, John McIlroy.

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Scammers never sleep

In this article we provide few simple steps how to keep your personal and financial data safe from scammers.

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