Your personal financial register
Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?
Categories for Financial Planning News
Australia’s $4bn Super blackhole impacting self-employed most
While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.
The proper help can be a benefit – age pension
About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.
SMSFs on ATO’s radar in cryptocurrency review
As part of its review of transaction information from cryptocurrency service providers, the ATO... View Article
Limited recourse borrowing arrangements – LRBAs
Transfer of loan amounts flagged as vital compliance step for LRBAs
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
Investment 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
Are 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
An up-to-date snapshot of Australia's vital statistics. Please click on the following link to see... View Article
Federal Budget 2019 – Overview
The 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
