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Behind The Scenes – Insurance Claim

I have worked for Sofie for several years now and I thought it might be interesting for her clients to gain insight into some of the lesser-known services Sofie provides and a case study that demonstrates how the assistance of an adviser during a claim can pay dividends. The Claims Assistance Service is an add-on...

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Three things to consider when switching your super

Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision. . Three things to consider when switching your super The superannuation guarantee is a percentage of your income put aside by your employer over your working life to help you fund your...

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The 2025 Financial Year Tax & Super Changes You Need to Know!

The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25. 

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Oldest Buildings in the World.

Check out the oldest Buildings in the World.

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Aged care report goes to the heart of Australia’s tax debate

The Aged Care Taskforce was asked to report on how to fund aged care around the country. In so doing, it took a side in Australia’s national tax ‘tragedy.’

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Removed super no longer protected from creditors: court

A recent Federal Court ruling has found that the transfer of super from a husband to his wife’s superannuation account is no longer protected as an interest of the bankrupt in a regulated super fund under the Bankruptcy Act 1966.

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The compounding benefits from reinvesting dividends

Using income distributions to purchase additional ETF units can significantly compound capital growth and income returns over time.

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ATO investigating 16.5k SMSFs over valuation compliance

More than 16,500 SMSFs are being scrutinised by the ATO as they allegedly reported certain classes of assets at the same value for at least three income years.

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Investment and economic outlook, March 2024

Region-by-region economic outlook and latest forecasts for investment returns.

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The 2025 Financial Year Tax & Super Changes You Need to Know!

The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25. 

Read full article...

‘Deepfake’ clickbait scamming would-be investors

Fake news and ‘deepfake’ videos of celebrities and public figures appearing to promote online investment platforms are increasing on social media. ‘Deepfakes’ are lifelike impersonations of real people, created by artificial intelligence (AI). Scammers create ads and fake news articles to make you believe the celebrities actually use these scam investment platforms. The platforms claim to use...

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Countries producing the most solar power by gigawatt hours

Check out the countries that produce the most solar power.

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Sofie Korac is an Authorised Representative (No. 400164) of Prudentia Financial Planning Pty Ltd, AFSL 544118 and a member of the Association of Financial Advisers.

Financial Advice Sydney and the North Shore Office based in Gordon NSW

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