Categories for Financial Planning News
High interest and inflation can pay dividends for SMSFs
While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.
Five questions that indicate how financial literate you are.
Australia has a relatively high level of financial literacy when ranked globally. In
a study of 140 economies, Australia ranked in the top 10 countries for financial
literacy.
Tax alert warning could catch more in the ATO web
It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.
Top 50 Greatest Inventions in History
Check out the greatest inventions in human history!!!
The strong link between advice and retirement confidence
Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
The keys to high retirement confidence
Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
Banking on the Age Pension
The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.
Inflation drives the cost of retirement to a record high
Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.
Legislation changes give market-linked pensions better outcome
There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.
