Author Archives for wybenga_admin

Review queries retirement system understanding

December 16, 2019 12:00 am Published by Comments Off on Review queries retirement system understanding

The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.


Retirement planning in 15 minutes a day

December 13, 2019 12:00 am Published by Comments Off on Retirement planning in 15 minutes a day

There are few things in today's world as certain as this. Ask anyone how they are and the answer you're likely to get is "I'm good. Busy. How are you?"


Eggs, baskets and diversified SMSF investment strategies

December 10, 2019 12:00 am Published by Comments Off on Eggs, baskets and diversified SMSF investment strategies

The ATO wants to ensure that, when an SMSF has a significant majority of its investments in a single asset class, the trustees have considered, as part of the investment strategy, the risks which could arise from that limited diversification.


ATO provides further trustee instructions on myGovID

December 5, 2019 12:00 am Published by Comments Off on ATO provides further trustee instructions on myGovID

The ATO has provided further instructions for SMSF trustees and directors around how they can prepare their funds for the advent of the myGovID system early next year.


The main benefits of professional financial help.

November 28, 2019 12:00 am Published by Comments Off on The main benefits of professional financial help.

Unfortunately, of recent times there has been no shortage of negative press, comment and sentiment about financial planners but what is the real picture?


Downsizer contributions offer more than meets the eye

November 25, 2019 12:00 am Published by Comments Off on Downsizer contributions offer more than meets the eye

Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.


DGP by country since 1800

November 22, 2019 12:00 am Published by Comments Off on DGP by country since 1800

This animated chart is simply amazing.  It's fascinating to see how the world has changed and is changing.  Food for thought!!


6 new financial videos

November 22, 2019 12:00 am Published by Comments Off on 6 new financial videos

Videos are a good way to learn more about a topic or show to others who my be new to financial management.