Latest Financial Planning News

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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
Capacity doubts now more common
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Articles
End of year financial strategies
Budget 2021: Retirement Outcomes
Videos to help understand financial planning topics.
SMSFs still on top for member satisfaction
Understanding home downsizing and super contributions
ATO issues final warnings on outstanding SARs
New SMSF quarterly statistics highlight continued post-COVID recovery
Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
Federal Budget 2021 - Overview
Building a more secure and resilient Australia
Federal Budget 2021 - Health
Asset allocations still hold the key
Why Australian households are getting richer
Dealing with compliance complexities impacting overseas SMSF property
SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
SMSF Association clarifies NALI issues around pension phase assets
5 strategies for successful ‘work from home’ policies
A new crypto world is emerging - the non-fungible token
Retirees aren’t sitting on their super: ASFA
COVID crash: one year on
Phishing scams that pretend to be very reputable companies - BEWARE!!
ATO releases updated guidance on LRBA and Division 7A interaction
Understanding the coming super balance cap changes
A broad range of Calculators.

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Videos to help understand financial planning topics.

 

Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.

 


In our site's menu you will find a link to our updated range of videos on the following topics.


  1. Women and Wealth Management
  2. Understanding SMSFs
  3. Insurance – Duty of Disclosure
  4. Take the risk management test
  5. Cup of Advice – Inheritance
  6. What can a financial planner do for you?

 



 


         


 


 


 


 


 




22nd-June-2021