Using trusts: Keeping it in the family
Trusts are used to hold assets for various reasons, but most typically for tax planning and asset protection purposes. Here's a little more insight into how trusts work.
Categories for Financial Planning News
Work test changes open up TBC strategies for couples
The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transfer balance cap, according to an advisory firm.
RBA rate rise spurs mixed response from SMSF lenders
While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.
ATO flags changes to TBAR reporting
New rules are in effect, which will see changes to how SMSFs manage transfer balance lodgement.
Make the most of these super opportunities before June 30
With only about four weeks left until the end of this financial year, now's a good time to check your superannuation options.
Talking money with a partner
Here are some factors to consider before you join finances with a partner.
How advice gets you closer to your goals
A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals.
Weighing up value and growth
What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?
Investors are becoming more ethically conscious
Investors worldwide are becoming more actively engaged with where their money is being invested, with flows into ESG products continuing to build momentum.
Largest cities in the world 1500 to 2100
The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you'll be the breakfast table expert every time.
