Author Archives for wybenga_admin

Three simple steps for financial wellness

March 25, 2023 12:00 am Published by Comments Off on Three simple steps for financial wellness

If money’s too tight to mention, here’s some small steps that can make a big difference in achieving your financial goals.


Why most investors want human advice

March 18, 2023 12:00 am Published by Comments Off on Why most investors want human advice

Artificial intelligence systems, and their ability to undertake often complex tasks in seconds, are increasingly gaining attention and user traction.


When to be proactive about your portfolio

February 26, 2023 12:00 am Published by Comments Off on When to be proactive about your portfolio

The mid-year point is an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.


ATO warns SMSF on sole purpose test for property investment

February 25, 2023 12:00 am Published by Comments Off on ATO warns SMSF on sole purpose test for property investment

 

Property investment by an SMSF will fail the sole purpose test if it provides pre-retirement benefit to someone such as personal use of a fund asset, warned the ATO director of the SMSF Auditors Segment.

 


TBC set for double indexation from 1 July

February 24, 2023 12:00 am Published by Comments Off on TBC set for double indexation from 1 July

The general transfer balance cap is set to increase to $1.9 million from 1 July based on CPI figures released today.