Financial Planners and Investment Advisers Sydney North Shore  1300 623 936 rob@mcinvest.com.au

Carry-forward concessional contributions

Carry-forward concessional contributions

Catch-up on your unused concessional contributions caps What is a carry-forward concessional contribution? An annual cap of $25,000 applies to concessional (before-tax) super contributions. It used to be a case of ‘use it or lose it’ – if for any reason you couldn’t...
Spouse Super Contribution Tax Offset

Spouse Super Contribution Tax Offset

Boost your spouse’s super savings If your partner is a stay-at-home parent, working part-time, out of work, or earning a low income then it’s likely they’re not earning much super. This means their super can fall behind. The good news is, there are ways you can...
Government Super Co-Contributions

Government Super Co-Contributions

Let the Government help you contribute to your super How? Through the super co-contribution scheme If you’re a low or middle-income earner and make personal (after-tax) contributions to your super fund, the government may also make a contribution (called a...