Limited recourse borrowing arrangements – LRBAs
May 17, 2019 12:00 am Comments Off on Limited recourse borrowing arrangements – LRBAsTransfer of loan amounts flagged as vital compliance step for LRBAs
Author Archives for wybenga_admin
What a financial planner does to help.
May 13, 2019 12:00 am Comments Off on What a financial planner does to help.Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.
Goodbye to ad-hoc portfolios
May 11, 2019 12:00 am Comments Off on Goodbye to ad-hoc portfoliosInvestment portfolios are often built in an ad-hoc fashion with too little thought given to taking a co-ordinated approach to investing.
Wanted: More voluntary super contributions
May 7, 2019 12:00 am Comments Off on Wanted: More voluntary super contributionsAre you contributing enough to super? Recent research highlights the reality that most members of large super funds do not make voluntary contributions.
Australia by the numbers – May Update
May 3, 2019 12:00 am Comments Off on Australia by the numbers – May UpdateAn up-to-date snapshot of Australia's vital statistics. Please click on the following link to see... View Article
Federal Budget 2019 – Overview
April 30, 2019 12:00 am Comments Off on Federal Budget 2019 – OverviewThe Government’s economic plan and this Budget are building a stronger economy and securing a better future for all Australians. This Budget and our economic plan are:
- Returning the budget to surplus
- Delivering more jobs
- Providing lower taxes
- Guaranteeing essential services like Medicare, schools, hospitals and roads
How the 2019 Federal Budget affects you
April 29, 2019 12:00 am Comments Off on How the 2019 Federal Budget affects youThe following links take you to that section of the 2019 Budget that affects you most.
The problem with getting to 53 years of age.
April 28, 2019 12:00 am Comments Off on The problem with getting to 53 years of age.Here's some food for thought and another reason why getting professional help from a financial planner is worth serious consideration.
Paying for health care in retirement
April 25, 2019 12:00 am Comments Off on Paying for health care in retirementIn retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.
Personal super contributions and the 10% test
April 22, 2019 12:00 am Comments Off on Personal super contributions and the 10% testWith Labor threatening to reinstate the 10 per cent test if elected, SMSF clients may want to make the most of their ability to claim deductions for personal contributions this financial year, says a technical expert.
