There is plenty of discussion about the new rules limiting tax-free superannuation caps. Omniwealth thought a real-life case study that was actioned in client’s SOA in April-May would be useful. Scenario Husband is a 65 year-old highly paid professional and his wife is age 60, not working Husband has $1.6M in super and his wife […]
Husband and wife
Omniwealth is a leading Australian wealth advisory group. Our mission is to change the way people are financially advised in Australia. By having Accounting, Business Advisory, Financial Planning, Legal, Property and Mortgage and Finance together under the one roof, we are able to provide a holistic approach to advising our clients.