/Adam Passwell
Adam Passwell

About Adam Passwell

Adam has a strong educational background with a double major degree in Economics and Business Law from Macquarie University. Adam is a Financial Adviser and SMSF Specialist Adviser and uses his in-depth technical knowledge to help achieve great results for clients in a vast array of strategies that many would never have known existed if they hadn’t sought quality advice.Contact Adam via email or call 02 4455 5333.

Position vacant – Senior Admin Assistant

Hales Douglass Financial Services. Hales Douglass Financial Services is a privately owned advisory firm, with self-managed super fund ‘specialist’ accreditation, and two offices on the NSW South Coast. Our key services include retirement planning, wealth creation, insurances, superannuation and estate planning. Our Ulladulla office requires an all-round, experienced, full-time Senior Administration Assistant, preferably with financial [...]

Super pensions – new reporting rules

With the new super rules beginning on 1 July 2017, your requirement to report information about your SMSF and the pensions it pays you and other fund members may be changing. This is driven by the introduction of the new $1.6 million transfer balance cap which limits the amount of assets you can use to [...]

Top questions from clients

Superannuation was top of mind for our clients so far this financial year, with the leading two questions from July - September 2017 being: How do the new super rules affect me, and Why does the government keep changing the super rules? Answers: The ATO's super changes web page has a list of detailed information and [...]

By | October 27th, 2017|Categories: Blog, Featured, Financial Advice, SMSF|Tags: , |

Your SMSF trust deed & the new Super rules

Your superannuation trust deed, along with the superannuation laws, form the governing rules that self managed super funds (SMSFs) need to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a game changer for SMSFs when discussing benefit payments and estate planning. [...]

Superannuation year-end checklist

Given the impending July 2017 superannuation changes, being on top of your end of financial year planning is as important as it has ever been. This year it is essential that you consider maximising the existing contribution limits for superannuation before they decrease on 1 July 2017. While maximising contributions should be front of mind [...]