Tax and Accounting

 For Individuals & Families 

Home Loan

Let's talk about home loans

Home Loan

Let's talk about home loans

Home Loan

Let's talk about home loans

  • HOME

  • SERVICES

  • ABOUT US

  • THE TEAM

  • OUR APPROACH

  • BLOG

  • CONTACT

  • More

    • All Posts
    • Tax & Accounting
    • SMSF
    • Loans/Financing
    • Buinsess advice, tips & tricks
    • Wealth Management
    • Insurance
    • Property
    • Audits
    • Budget
    • Super
    • Financial Market Update
    • COVID-19
    Search
    What’s changing on 1 July?
    • Jun 10, 2020
    • 1 min

    What’s changing on 1 July?

    Company tax rate reduces to 26% for base rate entities $150k instant asset write-off scheduled to reduce back to $1,000 for small busines...
    6 views
    Alerts to protect SMSFs
    • Feb 7, 2020
    • 1 min

    Alerts to protect SMSFs

    A new system alerting SMSF trustees of changes made to their SMSF will roll out this month. The ATO will alert trustees by text and/or em...
    9 views
    ATO targets lifestyle assets
    • Feb 7, 2020
    • 1 min

    ATO targets lifestyle assets

    ATO has requested insurance policy information from 30 insurers for lifestyle assets such as yachts, thoroughbred horses, and fine arts. ...
    12 views
    Downsize your home, upsize your super
    • Oct 14, 2019
    • 3 min

    Downsize your home, upsize your super

    Over 65? Thinking of selling your home? Since 1st July 2018 you may be eligible to contribute up to $300,000 ($600,000 for a couple) from...
    25 views
    Super Guarantee Amnesty Resurrected
    • Oct 14, 2019
    • 4 min

    Super Guarantee Amnesty Resurrected

    The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligatio...
    9 views
    Are all your SMSF eggs in one basket?
    • Sep 5, 2019
    • 2 min

    Are all your SMSF eggs in one basket?

    The investment strategies of Self Managed Superannuation Funds (SMSFs) are under scrutiny with the Australian Taxation Office (ATO) conta...
    20 views
    3 SMSF MISLEADING BELIEFS
    • Nov 28, 2018
    • 2 min

    3 SMSF MISLEADING BELIEFS

    1. YOU NEED TO BE WEALTHY TO HAVE AN SMSF There is no mandatory minimum balance needed to open a self-managed fund. Although in saying th...
    10 views
    • Apr 19, 2018
    • 2 min

    Personal Superannuation Contributions - 10% rule repealed

    With the end of the financial year fast approaching, it is time to start thinking about income tax deductions. Under the new Government c...
    8 views
    Super concessions for first home savers and downsizers
    • Aug 3, 2017
    • 4 min

    Super concessions for first home savers and downsizers

    Does superannuation offer an avenue to help downsizers and first home savers? The Government seems to think so. Late last month the detai...
    5 views
    UK Pension Transfer Update
    • Jul 6, 2017
    • 2 min

    UK Pension Transfer Update

    You should be reviewing your pension transfers from the UK, NOW. If you or anyone you know has a UK Pension it is time to talk about your...
    3 views
    WHAT HAPPENS TO MY SUPER WHEN I DIE?
    • Jun 5, 2017
    • 2 min

    WHAT HAPPENS TO MY SUPER WHEN I DIE?

    1. SMSF Trustee Responsibility Following the passing of a member decisions need to be made regarding the SMSF. Will the SMSF be retained ...
    56 views
    THE $1.6 MILLION TRANSFER BALANCE CAP – WHAT DOES IT MEAN FOR YOU?
    • Feb 6, 2017
    • 2 min

    THE $1.6 MILLION TRANSFER BALANCE CAP – WHAT DOES IT MEAN FOR YOU?

    The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament. Amongst those changes was the introdu...
    4 views
    TOP 5 TIPS FOR CHOOSING THE RIGHT SUPER FUND
    • Jan 12, 2017
    • 2 min

    TOP 5 TIPS FOR CHOOSING THE RIGHT SUPER FUND

    TOP 5 tips for choosing the right Super Fund Financial success is easy if you have a plan to walk to….. and almost impossible without one...
    4 views
    THE TRUMP EFFECT ON MARKETS CONTINUES
    • Nov 28, 2016
    • 2 min

    THE TRUMP EFFECT ON MARKETS CONTINUES

    Markets – Stocks globally continued to rally since Trump’s surprise victory, though investors will now be looking for details on how many...
    2 views
    IS YOUR ACCOUNTANT LICENSED TO GIVE YOU SMSF ADVICE?
    • Nov 10, 2016
    • 1 min

    IS YOUR ACCOUNTANT LICENSED TO GIVE YOU SMSF ADVICE?

    Accountants have traditionally been the go-to people when it comes to setting up and managing Self Manage Super Funds (SMSF). This has now...
    3 views
    THE NEW NEW SUPER RULES FROM TREASURER MORRISON
    • Oct 12, 2016
    • 1 min

    THE NEW NEW SUPER RULES FROM TREASURER MORRISON

    On 15 September, Treasurer Scott Morrison announced the new super rules. These rules have replaced the new (now old) rules previously ann...
    2 views
    BUYING PROPERTY INSIDE SUPER
    • Sep 8, 2016
    • 4 min

    BUYING PROPERTY INSIDE SUPER

    Most people have now heard that Self Managed Superannuation Funds (SMSF’s) have become more popular for retirement savings, property inve...
    8 views
    IS A SELF MANAGED SUPER FUND RIGHT FOR YOU?
    • Jul 4, 2016
    • 2 min

    IS A SELF MANAGED SUPER FUND RIGHT FOR YOU?

    What is an SMSF? The main difference between an SMSF and other superfunds, like industry & retail funds, is that the members are also the...
    3 views
    LARGE SUPER BALANCES – WHAT DO THE CHANGES REALLY MEAN?
    • May 22, 2016
    • 2 min

    LARGE SUPER BALANCES – WHAT DO THE CHANGES REALLY MEAN?

    We have had a lot of comments from clients and friends that are upset regarding the recent changes to superannuation. The main area of co...
    1 view
    {"items":["5ee15579404bf3001709b6e1","5e3cc66eab05ad0017675586","5e3cc2b74ed59f0017f6e3d2","5da4fd10e624900017d16b1e","5da4f96b1e48d2001729e8f8","5d708f3f360a5a02d7802529","5c9c3bafced26a0015a1b78b","5c9c3baf43bc290014d7a0fd","5c9c3baf89ddb40015d4949e","5c9c3baf6c66f6001559b1ed","5c9c3bafac64ca001428f451","5c9c3bb26c66f6001559b1f3","5c9c3bb2447aa10015d52535","5c9c3bb23908dd0015721dd3","5c9c3bb2dddcbb001569c935","5c9c3bb2b94a0d0015ef2bb2","5c9c3bb2ec7976001549e928","5c9c3bb22faad30015e642c6","5c9c3bb289ddb40015d494a9"],"styles":{"groupSize":1,"showArrows":true,"cubeImages":false,"cubeType":"fill","cubeRatio":1,"isVertical":true,"gallerySize":30,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":32,"galleryMargin":0,"scatter":0,"rotatingScatter":"","chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":false,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":0,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":120,"rotatingGroupTypes":"","rotatingCropRatios":"","columnWidths":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":3,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":0,"mobilePanorama":false,"placeGroupsLtr":false,"viewMode":"preview","thumbnailSpacings":4,"galleryThumbnailsAlignment":"bottom","isMasonry":true,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"bottomInfoHeight":0,"titlePlacement":"SHOW_BELOW","galleryTextAlign":"center","scrollSnap":false,"itemClick":"nothing","fullscreen":true,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","slideAnimation":"SCROLL","scrollDirection":0,"scrollDuration":400,"overlayAnimation":"FADE_IN","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"NEVER_SHOW","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","imagePlacementAnimation":"NO_EFFECT","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":320,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"loadMoreButtonText":"","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"ATTACHED_BACKGROUND","itemBorderWidth":1,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":"1","videoLoop":true,"jsonStyleParams":"","gallerySizeType":"px","gallerySizePx":454,"allowTitle":true,"allowContextMenu":true,"textsHorizontalPadding":-30,"itemBorderColor":{"themeName":"color_12","value":"rgba(204,204,204,0.75)"},"showVideoPlayButton":true,"galleryLayout":1,"calculateTextBoxHeightMode":"MANUAL","textsVerticalPadding":-15,"targetItemSize":454,"selectedLayout":"1|bottom|1|fill|true|0|true","layoutsVersion":2,"selectedLayoutV2":1,"isSlideshowFont":true,"externalInfoHeight":320,"externalInfoWidth":0},"container":{"width":1,"galleryWidth":33,"galleryHeight":0,"scrollBase":0,"height":null}}
    Sydney Northern Beaches Business of the year award

    2017 SNB Business of The Year

    Sydney Northern Beaches Business of the year award

    2017 

    Professional Services Award

    SMSF and acounting awards 2018
    SMSF and acounting awards 2018
    Champions_2020_Blue_Finalist_Logo.jpg

    Contact Information:

    ​

    (02) 8014 7608

    info@peerwealth.com.au

    PO Box 444 Manly NSW 2095

    Office Locations:
     

    Peer Wealth Manly

    Suite 202b, 39 East Esplanade

    Manly NSW 2095

    ​

    Peer Wealth Forster

    Shop 2, 12 Wallis Street

    Forster NSW 2428

    Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

    ​

    Financial Services Guide

    Privacy Policy

    ​

    This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

    ​

    Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees.