Mercer Wealth Solutions - Webinars - Superannuation, Investments, Financial Advice

Will you have enough super to live on when you retire? Or should you be considering contributing more to your super now? In this webinar we explain some of the key strategies you can use to help grow your super while you’re still working.

Transition to retirement

Reached your preservation age but not yet ready to permanently retire? You may now be able to receive an income from your super and continue working. This webinar takes a look at the ‘transition to retirement’ rules and explains some of the strategies you can use, such as how to reduce your working hours without necessarily reducing your take-home pay.

Year end tax planning

Are you paying more tax than you need to? In this episode we take a look at some of the strategies that may help with your tax planning in the lead up to 30 June and beyond so you can make the most of your personal wealth.

Starting out

If you’re new to the workforce and confused about the many financial decisions your facing, then this presentation is for you. We take a look at budgeting, paying off your HELP debt, buying a house versus renting, financial tips for starting a family and why super is so important.

2008 Federal Budget

In the 2008 Federal Budget, the Government outlined changes in relation to super, tax and government support payments. They also introduced the First Home Saver Account scheme. We take a look at the announcements in this episode, and outline how they may impact you.

Tax free super beyond age 60

The introduction of 'Better Super' means those planning for retirement now have greater flexibility and choice in how they access their super. To find out more about how you can access your super tax free and perhaps qualify for Age Pension benefits, view our webinar 'Tax free super beyond age 60'.

Planning for retirement

What will retirement look like for you? Will you enjoy a comfortable lifestyle or struggle with financial issues? In this webinar we guide you through some of the lifestyle and financial issues to consider as you start planning for retirement.

Choosing a financial adviser

Looking for financial advice, but not sure how to select a good financial adviser? Then this webinar is for you! We look at what a financial adviser does, provide tips on choosing an adviser, and talk about what to expect when you meet with your adviser.

Growing your wealth

So, you’re ready to start building your wealth, but don’t know where to start? In this webinar we explain the five key steps to get you on the path towards achieving your financial goals.

Salary sacrifice

Would you like how to learn how to potentially grow your super faster and save on tax at the same time? Salary sacrifice can be a beneficial way for many individuals to make additional contributions to their super. In this webinar we take a look at salary sacrifice and how it may be a tax effective investment for you to consider.

2007 Federal Budget

The 2007 Federal Budget, announced on May 8, includes a number of changes to taxation, superannuation and social security. In this webinar we provide an overview of the proposed changes and explain some of the key benefits for individuals.

Are you and your family protected? Reviewing your personal insurances

We all need to protect our future interests. Personal insurance is about helping to protect yourself, your family and your future financial stability should an event such as death, sickness or disability occur. It’s similar to your car or home and contents insurance – only it can be more important. This webinar takes a look at the types of personal insurance available and explains how to apply.

Investment choice - playing a role in building your super

Did you know the investment returns on your super are affected by the investment mix you choose? This webinar looks at the importance of choosing an appropriate investment mix for your super and explains how you can take advantage of the range of investments available.

Consolidation - making the most of your super