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Latest Financial Planning News

Hot Issues
	ATO encourages trustees to use voluntary disclosure service
	Beware of terminal illness payout time frame
	Capital losses can help reduce NALI
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	What the Reserve Bank’s rates stance means for property borrowers
	How investing regularly can propel your returns
	Super sector in ASIC’s sights
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	Our investment and economic outlook, July 2024
	Striking a balance in the new financial year
	The five reasons why the $A is likely to rise further - if recession is avoided
	What super fund members should know when comparing returns
	Insurance inside super has tax advantages
	It’s never too early to start talking about aged care with clients
	Capacity doubts now more common
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	SMSF assets reach record levels amid share market rally
	Many Australians have a fear of running out
	How to get into the retirement comfort zone
	NALE bill passed by parliament
	Compliance focus impacts wind-ups
	LRBA interest rates increase for 2025
	Income-free areas set to increase from 1 July
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	Middle-to-higher incomes boosting SMSF growth
	Investment and economic outlook, May 2024
	Transitioning into retirement: What you should know
	Plan now to take advantage of stage 3 tax cuts
	Deeming freeze a win for Age Pensioners

Quarter 4 of 2014 Articles
	We wish all our clients a Merry Christmas,a Happy New Year and a restful holiday
	A great overview of investing and good Holiday reading.
	The final nail in the coffin for LRBAs?
	Market Update – November 2014
	Online financial tools your family and friends can use.
	Overcoming our behavioural barriers to saving
	‘Unintended consequences’ threaten SMSF tax reform
	Retirement income: every bit counts
	ASFA continues to sound warnings on retirement savings
	Market Update - October 2014
	The little-known rule with huge implications for self-managed super funds
	Grappling with the uncertainties of retirement
	Change to ATO decision relevant to SMSF in-house assets
	Taking a personal perspective on the global super challenge
	Some terms defined - Super & Investment
	The perils of market-timing and over-confidence
	Market Update – 30th September 2014
	Hardly a do-it-yourself job
	Super insurance: wide coverage, limited understanding
	ASIC eyes SMSF loan sign-off
	Redesigning retirement incomes policy - from the ground up

We wish all our clients a Merry Christmas,a Happy New Year and a restful holiday

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25th-December-2014