How the 2019 Federal Budget affects you
The following links take you to that section of the 2019 Budget that affects you most.
Categories for Financial Planning News
The problem with getting to 53 years of age.
Here's some food for thought and another reason why getting professional help from a financial planner is worth serious consideration.
Paying for health care in retirement
In retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.
Personal super contributions and the 10% test
With Labor threatening to reinstate the 10 per cent test if elected, SMSF clients may want to make the most of their ability to claim deductions for personal contributions this financial year, says a technical expert.
What investors can expect as key moves affecting markets await
Investors saw increased market volatility and uncertainty at the end of 2018, largely because of a changing investment landscape and slowing global economy.
ATO flags PAYG obligations for SMSFs with legacy pensions
The ATO has reminded SMSFs that are paying capped defined benefit income streams to members to ensure they are meeting their PAYG obligations.
Don’t just plan for retirement; Plan for your life
In the financial services industry, advising people to spend money is like being a doctor encouraging ice-cream consumption.
Consumers misunderstand types of advice
The need to be studious about our financial future never goes away and ASIC is pushing hard to help us all understand this. Advice is very important but so to is having a good understanding of what is being proposed.
Budget Time – How’s Australia going?
A quick look at these facts and figures and you'll be totally prepared for Tuesday's Budget.
When super isn’t compulsory
As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people may mistakenly assume that almost everyone in the workforce is covered by at least compulsory contributions.
