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Time to top up your Retirement Annuity

16 February 2012

As the 29th of February and the end of the current tax year approaches, you would by now have long since filed your most recent income tax return – and may likely have filed further tax deliberations along with it until the next submission deadline looms.

Retirement Planning Resolutions

09 February 2012

At the end of the tax year, retirement planning is highlighted as many clients are submitting their tax returns and working out ways in which to save on their tax. Retirement planning should hardly be seasonal but rather a lifelong commitment that starts

Treasury proposal could erode retirement savings

09 February 2012

If proposals mentioned in the 2011 Budget documentation are revived, 2012 may be the last time taxpayers can top up their retirement annuity (RA) before the end of the tax year to maximise the deductions.

How much do I need to retire?

08 February 2012

Although many financial planners suggest that households should plan to retire on 75% of their income at retirement, new research suggests an entirely different approach.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results