There are tens of thousands of SMSFs currently hanging in the balance

It is no surprise that with the raft of changes recently introduced that the Australian Taxation Office (ATO) are once again focussing their attention on Self-Managed Superannuation Funds (SMSFs). Recently the ATO’s outgoing director of superannuation indicated that around 40,000 funds had not met their lodgement obligations and were at risk of being made non-complying […]

Read more

Getting your affairs in order – what is an appointment of Enduring Guardian?

An Enduring Guardian is the person you appoint to make personal, health or lifestyle decisions on your behalf should you lose the capacity to make them for yourself. When you appoint an Enduring Guardian, you choose the decision-making powers your Enduring Guardian will have. For example, you can authorise your Enduring Guardian to decide where […]

Read more

Are we heading for a Santa Rally this year?

The so called Santa Rally is a real phenomenon – there’s evidence to suggest stocks rise around the time leading into Christmas. However, Dr Shane Oliver highlights a few headwinds that need to be overcome for stocks to follow the same trend this year. You don’t have to believe in Christmas miracles to be hoping […]

Read more

2016-17 saw strong returns for investors – 5 Reasons why returns are likely to be solid in 2017-18

 Key Points  Despite a lengthy list of worries including Brexit, Trump and messy Australian growth, the past financial year saw strong returns for diversified investors as shares recovered from a rough time in 2015-16. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; […]

Read more

Finally, some clarity

The property market has finally received some clarity in relation to the government’s plan to reduce depreciation deductions for residential properties. It’s good news too, if you ask me.  On Friday 14th July, the Treasury office released a draft bill regarding how depreciation deductions on second-hand property can be claimed moving forward. They also invited interested parties […]

Read more

Are You Tipping the Tax Man?

A lot of people leave their preparation for the end of the financial year until it is too late. June 30 falls on a Friday this year, so ideally any strategies or contributions should be finalised by Tuesday, June 27 to be included in this financial year. If you feel that your finances could do with a […]

Read more

Super Reform Changes for 2017

There are a number of changes to superannuation which were announced as part of the 2016 Federal Budget. Many key changes come into effect on 1 July 2017. Accordingly, taxpayers have an opportunity to take advantage of the current rules prior to 30 June when the new regime comes into force. Non-Concessional Contributions There are […]

Read more

Is Donald Trump’s Honeymoon with Investors Over?

Since the US election last November US and global shares rallied around 8% and Australian shares rallied around 12% to their recent highs. Related to this the US dollar, bond yields and some commodity prices also pushed significantly higher. Optimism regarding Donald Trump’s pro-growth policies were not the only factor playing a role in this […]

Read more

1 2 3
top