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Home

Our Services

About Us

  • Mission Statement
  • Why Choose CIB
  • Our Clients
  • Our Partners
  • Meet our Team
  • Testimonials
  • DFK Australia & New Zealand
  • Chartered Accountants Australia & NZ

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COVID-19: Advice, News, Resources
  • Preservation, Pension And You

    March 19th 2020

    A lot of people refer to 55 being the age that a Transition to Retirement Pension(TRAP) or Account Based Pension is able to be started, this is not exactly the case. It is actually the Preservation..

    read more
  • Death Tax Still Applies In Australia. Don’t Get Caught.

    March 19th 2020

    SMSF - Death Benefits When someone in the family passes away, you could lose up to 15% of the deceased’s superannuation if the correct beneficiaries are not in place. Have you checked yours? F..

    read more
  • Superannuation Terms Made Simple

    March 19th 2020

    Superannuation is a very popular topic in conversations these days but you do not understand the jargon everyone is using. To help you improve your understanding of SMSFs, please see the attached a..

    read more
  • Introduction To Self Managed Superannuation Funds (SMSF)

    March 19th 2020

    SMSFs are popular but do you know why and/or do you understand why you should or shouldn't have one? You hear terms like flexibility, control, pensions and investing, which sound great but where do..

    read more
  • Are You Throwing Away Your Super Unknowingly?

    March 20th 2020

    High insurance premiums, excessive fees and un-interested advisors could result in your superannuation money effectively being thrown away. CIB Private Wealth recently undertook a review for an indivi..

    read more
  • Will Your Superannation Benefits Go Where You Want On Your Death?

    March 20th 2020

      In a recent case Ioppolo & Hesford v Conti [2013] the WA Supreme Court confirmed that the payment of superannuation death benefits is not a matter that can be dealt with in your will.  ..

    read more
  • ATO’s New Powers – Another Reason For A Corporate Trustee

    March 20th 2020

      Effective 1 July 2014 the Tax Office will have new powers that will allow it to issue hefty penalty notices to trustees of superannuation funds who contravene the superannuation laws. Und..

    read more
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