Author Archives for wybenga_admin

Investment and economic outlook, January 2024

Region-by-region economic outlook and latest forecasts for investment returns.

Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.

Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.

Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down.

Plan now to take advantage of 5-year carry forward rule: expert

This is the last year that the five-year catch-up contribution rules for concessional contributions can be used for those who are eligible, warns a leading educator.

Quarterly reporting regime means communication now paramount: expert

Communication between SMSF trustees, accountants and advisers is more crucial than ever with the quarterly reporting rules coming into force, says a leading specialist.

Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’

Following years of mixed messaging, Labor has bowed to economic pressure and announced changes to its stage three tax cuts.

Tips for preparing for the best tax outcomes

In the final of our series of predictions for the coming year, we asked our experts what trustees should be considering regarding tax savings in 2024.

The Countries that Export the Most Wine in the World

Check out the countries that export the most wine in the world

How to tame the market’s skewness

Outperforming the market is hard without a crystal ball. Here's how to tilt the odds in your favour.