A 20-year investment growth story
At the end of 2018, after a dismal fourth quarter – in fact, the worst quarterly performance in seven years – the Australian share market closed at a two-year low.
Categories for Financial Planning News
Retire on your own terms and not the market’s
One of the biggest retirement challenges is ensuring that the savings accumulated during your working years lasts as long as you do.
Our Advent calendar for 2019
On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.
The economic and investment outlook for 2020
The 2019 year has been unpredictable for investors, with weaker economic growth and ongoing geopolitical tensions leading to heightened volatility on investment markets.
You’ll be the life of the party when armed with this information!
Keeping up-to-date with this data will brighten up anyone's day.
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
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
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.
New opportunities for employees to claim additional superannuation
Under the current rules, the maximum amount of “concessional” superannuation contributions that can be claimed is $25,000.00 per person per annum.
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.
