Reverse mortgages: Short-term gain, long-term pain
Residential property has long been a major store of wealth for average Australians.
Categories for Financial Planning News
ATO set sights on 27,000 funds in ongoing crackdown
While efforts by tax agents and the ATO has seen a dramatic drop in the number of non-lodgers, 27,000 registered SMSFs that have not lodged since their establishment remain on its radar.
ATO zones in on hundreds of newly created reserves
ATO deputy commissioner James O’Halloran
A dynamic approach to retiree spending and drawdowns
Here's a critical question for retirees and those nearing retirement: How much are you intending to drawdown and spend each year from your retirement savings?
Your investment freedom-maker
Given that repeated research has found that a diversified portfolio's asset allocation is responsible for the vast majority of its variations in returns over time, it makes much sense for investors to get it right.
Living expenses for retirees on the rise
The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles has shown a jump in the cost for retirees during the June 2018 quarter, driven mainly by clothing, transport and health services.
Still a long and bumpy road to travel on the way to a U.S.-China deal
Headlines about trade wars between the U.S. and other nations have been moving global financial markets this year.
Smart spouse investing
Spouses have clear motivations to at least consider the potential benefits of taking a co-ordinated approach to savings and investing – as well as in dealing with their day-to-day budgeting.
How financial advice helps create wealth.
An article based on a 16 year study by Vanguard Investments Pty Ltd.
What the ATO will be keeping an eye on in FY19
The ATO has outlined key risk factors, behavioural triggers and paper trails that will draw its attention to your client’s SMSF this financial year.
