Professional Wealth Services

Latest Financial Planning News

Hot Issues
	ATO reviewing all new SMSF registrations to stop illegal early access
	Compliance documents crucial for SMSFs
	Investment and economic outlook, October 2024
	Leaving super to an estate makes more tax sense, says expert
	Be clear on TBA pension impact
	Caregiving can have a retirement sting
	The biggest assets growth areas for SMSFs
	20 Years of Silicon Valley Trends: 2004 - 2024 Insights
	Investment and economic outlook, September 2024
	Economic slowdown drives mixed reporting season
	ATO stats show continued growth in SMSF sector
	What are the government’s intentions with negative gearing?
	A new day for Federal Reserve policy
	Age pension fails to meet retirement needs
	ASIC extends reportable situations relief and personal advice record-keeping requirements
	The Leaders Who Refused to Step Down 1939 - 2024
	ATO encourages trustees to use voluntary disclosure service
	Beware of terminal illness payout time frame
	Capital losses can help reduce NALI
	Investment and economic outlook, August 2024
	What the Reserve Bank’s rates stance means for property borrowers
	How investing regularly can propel your returns
	Super sector in ASIC’s sights
	Most Popular Operating Systems 1999 - 2022
	Treasurer unveils design details for payday super
	Government releases details on luxury car tax changes
	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
	Are you receiving Personal Services Income?
	It’s never too early to start talking about aged care with clients
	Taxing unrealised gains in superannuation under Division 296

Articles archive
	Quarter 3 July - September 2024
	Quarter 2 April - June 2024
	Quarter 1 January - March 2024
	Quarter 4 October - December 2023
	Quarter 3 July - September 2023
	Quarter 2 April - June 2023
	Quarter 1 January - March 2023
	Quarter 4 October - December 2022
	Quarter 3 July - September 2022
	Quarter 2 April - June 2022
	Quarter 1 January - March 2022
	Quarter 4 October - December 2021
	Quarter 3 July - September 2021
	Quarter 2 April - June 2021
	Quarter 1 January - March 2021
	Quarter 4 October - December 2020
	Quarter 3 July - September 2020
	Quarter 2 April - June 2020
	Quarter 1 January - March 2020
	Quarter 4 October - December 2019
	Quarter 3 July - September 2019
	Quarter 2 April - June 2019
	Quarter 1 January - March 2019
	Quarter 4 October - December 2018
	Quarter 3 July - September 2018
	Quarter 2 April - June 2018
	Quarter 1 January - March 2018
	Quarter 4 October - December 2017
	Quarter 3 July - September 2017
	Quarter 2 April - June 2017
	Quarter 1 January - March 2017
	Quarter 4 October - December 2016
	Quarter 3 July - September 2016
	Quarter 2 April - June 2016
	Quarter 1 January - March 2016
	Quarter 4 October - December 2015
	Quarter 3 July - September 2015
	Quarter 2 April - June 2015
	Quarter 1 January - March 2015
	Quarter 4 October - December 2014

Quarter 4 of 2018 Articles
	Ranking of the world's best: Taking it personally
	The value of advice - Behavioural Coaching
	Our Advent calendar for 2018
	Compliance, tax advice in strongest demand from SMSFs
	Stop!! Don't do a paper Budget, use our online budgeting tools instead.
	Franking credit policy to dent retirement savings by 15 per cent
	Information needed to be the BBQ expert.
	Hungry for income? Choose carefully.
	Retiree self-protection: A volatility-and-downturn 'bucket'
	How financial advice helps create wealth.
	Superannuation gender gap narrowing, research shows
	All the stats you need to see how Australia is going.
	Market downturns, like this one, are to be expected
	ATO claws back $850m in unpaid SG in FY 17-18
	‘Hefty penalties’ with TRIS payment failures, SMSFs warned
	The global financial crisis: Behind us but far from over
	'Huge' professional risk in SG delays, big four firm warns
	What a financial adviser can add to your portfolio's returns.
	ATO updates crypto guidance
	Reverse mortgages: Short-term gain, long-term pain
	ATO set sights on 27,000 funds in ongoing crackdown
	ATO zones in on hundreds of newly created reserves
	A dynamic approach to retiree spending and drawdowns
	Your investment freedom-maker

Our Advent calendar for 2018

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.

Come back each day for an inspirational quote or poem about Christmas, summer and life in general from some of the great writers and poets.

(Please click on the image to open the Advent Calendar and then click on a date)

25th-December-2018