Educational Information

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IMPORTANT NOTICE: The information provided through the following links is for educational purposes only and is not to be relied on as advice. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products. You should obtain advice from a professional adviser before making an investment decision. While every care is taken to keep it current, some of the information may be incorrect due to recent changes in tax, superannuation and other laws.

  • When super isn't compulsory

    As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.

  • Investors brace for Brexit - deal or no deal

    When people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or "Brexit" as it is now commonly known), little did they know that 2.5 years later, the future of the UK's relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

  • ATO identifies SMSF contravention red flags

    The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.

  • Extra website resources and tools is one way we offer you and your family more.

    The following are available via our website and are not often available in the one place. All can save you time and effort. *

Read more latest Financial Planning news articles

General Advice Warning

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Retirewell Financial Planning nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.