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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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Estate planning: Using a testamentary trust

Want to keep some control over how the money you leave is spent after you pass? Crystal Wealth’s John McIlroy discusses estate planning.

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Helping your children with an inheritance

It’s a fact of life for most of us that, as the years tick by, the chance of inheriting money increases. For many, that windfall is being received later in life, and parents are using inheritances to help their own children set foot on the property ladder.

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The benefits of a self-managed super fund

The creation of your own super fund – a self-managed super fund (SMSF) – is a strategy used by those who want more control over where their super is invested, and how they can use it as part of a broader wealth creation strategy. Crystal Wealth executive director John McIlroy discusses some of the benefits clients find when operating an SMSF.

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How long-term thinking gets the best results come EOFY

Many people only think of their tax come the end of financial year. However, to minimise both your exposure and your stress, tax should be a constant consideration. Crystal Wealth director Tim Wedd explains how we work with clients to ensure they’re in the strongest position.

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How the current property market is affecting your retirement plans

The press is full of stories about falling property prices. If you have invested in property, should you be concerned? Crystal Wealth director Tim Wedd walks you through the reality of the market at present, and its likely impact.

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