When Should I See a Financial Planner About Retirement?
Estimated reading time: 3 minutes Retirement Doesn’t Happen Overnight — And Neither Should Your Planning If you’ve ever found yourself wondering “When should I talk to someone about retirement?” — you’re not alone. At MLS Financial in Penrith, we regularly speak with people across Penrith who are unsure when to seek retirement advice. Some think […]
What Is a Self-Funded Retirement — And How Do You Plan for It?
Estimated reading time: 4 minutes More Australians Are Planning to Self-Fund Their Retirement in Penrith For many Australians, the traditional retirement model involved relying heavily on the Age Pension. But as superannuation balances grow and financial awareness increases, more people are choosing — or needing — to self-fund their retirement in Penrith. So, what exactly […]
Division 296 Tax
Understanding Division 296 tax, the $3 million Superannuation Tax Estimated reading time: 2 minutes The Australian Government has proposed a new tax measure, known as Division 296 tax, or colloquially known as the $3 million Superannuation tax. It is aimed at modifying the tax treatment of superannuation balances exceeding $3 million. Set to commence on […]
Sources of Retirement Income
A guide to retirement planning and how your superannuation is used to fund your lifestyle
What to do with an Inheritance?
Seeking inheritance advice in Penrith? Discover how MLS Financial’s expert planners can help you maximize your inheritance, manage taxes, and plan for your future.
Retirement Planning: Benefit from Financial Advice
A guide to retirement planning and how your superannuation is used to fund your lifestyle
Your Age Pension Penrith
Your Age Pension and a practical guide to maximising your entitlement
2024 Tax Planning Guide
Tax planning guide for 2024. Considerations to reduce your tax and optimise your finances
Contributions to Superannuation
Understanding what superannuation contributions are and the different types of contributions
What is Superannuation?
Understanding what superannuation is, the key benefits and disadvantages superannuation has.
