Author Archives for wybenga_admin

Bear Markets and What Investors Can Do Now

Six biggest bull markets in US stocks/shares since 1962 and their subsequent bear markets.

Claiming a tax deduction for expenses for a home-based business

If you operate some or all of your business from your home, you may be able to claim tax deductions.

A retirement plan built to last

Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time.

Super changes apply, don’t get caught short

To avoid additional costs (including the superannuation guarantee charge (SGC)), you must pay the right amount of super for all your eligible employees by the quarterly due date.

Cyber Security – Optus data breach

In light of the recent Optus data breach, we thought it timely to provide a list of things you should consider to help protect your identity

Withdrawal strategies before death require careful consideration

Professionals have been warned there is a “fine line” between member benefits and death benefits where a member plans to withdraw shortly before death.

Pensions to face tougher scrutiny under new TBAR system

The move to the new quarterly based TBAR regime may see a clampdown on the backdating of pension documents, CFS has cautioned.

ATO clarifies critical reporting deadline with TBAR transition

The ATO has clarified that SMSFs will need to report all unreported events from the 2022–23 year by 28 October 2023 once the new framework starts.

Three tips for building a good portfolio

The first step to building a sound investment portfolio is to know why you’re investing

Strategic asset allocation: a timeless solution

While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.