The Importance of Retirement Planning

financial advisor on importance of retirement planning Retirement Planning - what are your goals for retirement? For some there's a big focus on travel and adventure, and for others retirement is about living comfortably and celebrating life's achievements. No matter what your goals are, the Wilson Pateras team are certain that when the time comes, you’ll want to get the very most from
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Opportunities to save tax with super contributions

In the lead-up to 30 June 2019, we want you to be aware of opportunities to save tax with super contributions. This is tax planning advice, not financial advice, so if you are interested in this strategy, please contact our office to speak with one of our licensed financial advisors before you do anything.  
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SMSF Firm of the Year – Australian Accounting Awards 2018

Wilson Pateras are thrilled to announce that we’re the recipients of a coveted Australian accounting award! Wilson Pateras have taken out the title of ‘SMSF Firm of the Year’ at the prestigious Accountant’s Daily Australian Accounting Awards 2018! The winners were announced at a black-tie awards dinner on 1 June at the Hyatt Regency Sydney.
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Gift to Self – Your Self-Managed Super Fund (SMSF)

Setting up a self-managed super fund (SMSF) is becoming an increasingly popular way of saving for your retirement. It really puts you in charge of your financial destiny! The decision to set up a SMSF is one that requires careful consideration: as you make investment decisions for your fund, you are held responsible for complying
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Super Changes

THE BIGGEST SUPER CHANGES EVER – ACT NOW! Major changes to tax and superannuation were approved by the Government in early December 2016. These are the biggest changes in the last 10 years – they are significant changes and will affect how your own superannuation is taxed now and in the future. The start date
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