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Humble Goode Financial | Blog

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Posts tagged Age Pension
Claiming tax deduction for personal contributions – Everything must be in order – The ATO cannot overlook missing steps.

There are four steps which must be completed to successfully claim a tax deduction for your personal superannuation contributions. If one or more steps are missing or not completed, the Commissioner of Taxation has no discretion to overlook those missing or incomplete steps.

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Five things to consider when getting ready for retirement

If life is what happens when you’re making other plans, retirement is no exception. If you are in a position to put your plans for retirement into action - health, wealth and happiness are all up there as things to think about. From finances to feelings about leaving work, this article is all about the things to keep in mind when planning for life beyond the 9 to 5.

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Work Bonus changes - two significant changes for Age Pension recipients (and they’re good changes!)

Two significant changes have been made to the Work Bonus scheme.  These changes apply from 1 January 2024.  The first change is that an initial credit of $4,000 will be granted to the “work bonus bank” of each new age pension recipient.  The second is that the maximum balance of the “work bonus bank” has been increased to $11,800 (previously the maximum balance was $7,800). 

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