First Home Super Saver Scheme: Boost Your First Home Deposit Using Superannuation
Buying your first home can feel out of reach, especially with rising property prices in and around Penrith. The First Home Super Saver (FHSS) Scheme is designed to help you save for your first property faster by using the tax advantages of your superannuation fund. At MLS Financial in Penrith, we work with first home […]
What Is a Transition to Retirement Income Swap Strategy?
Planning for Retirement While You’re Still Working? Explore the benefit of an Income Swap Strategy. A Transition to Retirement Income Swap Strategy may help boost retirement savings — without sacrificing current income or lifestyle. At MLS Financial in Penrith, we often recommend this powerful strategy for clients in Penrith who are still working but getting […]
Retirement Planning doesn’t happen overnight.
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 […]
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
Income Protection in Penrith – Case Study by MLS Financial
Find out why you may still need income protection even if you are covered through worker’s compensation schemes.
Income Protection in Penrith – MLS Financial’s service offering
Find out why you may still need income protection even if you are covered through worker’s compensation schemes.
Income Protection vs. Workers’ Compensation: Understanding the Differences and Why Both Matter
Find out why you may still need income protection even if you are covered through worker’s compensation schemes.
The Importance of Income Protection: Ensuring Your Goals Are Unstoppable
Find out why income protection is important, the benefits it offers, and how you can safeguard your financial future.
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.