Professional Wealth Services

Latest Financial Planning News

Hot Issues
	Women still outpacing men in SMSF establishments
	Economic and market outlook for 2025: Global summary
	Preparing to lodge quarterly January TBAR
	How to overcome your investment fears
	Navigating the outcome of the U.S. election
	Divorce doesn’t alter contribution rules
	$3m super tax officially abandoned for this year
	Top 20 Most Watched Christmas Movies ever - pre covid
	A Unique Advent Calendar
	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

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 2020 Articles
	2020 is coming to an end. Phew!!
	ATO flags key deadlines for early release of super
	Retirement costs rising despite COVID impacts
	Government targets fund expenditure, best interests in new super reforms
	Small SMSFs develop rapidly
	Investing basics for first timers
	Behind the dash in new market listings
	Super, death, and taxes
	What millennials are thinking about investing and retirement
	Capital preservation front of mind for SMSF returns
	Comprehensive list of COVID-19 initiatives and packages.
	Most SMSFs are still poorly diversified
	Related party purchases must be clean
	How your coming tax cut could pay off
	Majority of retirees expected to fall short on retirement savings
	Monitoring super performance critical in light of new measures
	Budget 2020 - A very comprehensive break down.
	Budget 2020 - Fact Sheets
	Budget 2020 - At a Glance, Overview, Outlook
	JobKeeper extension – changes implemented
	Temporary home office expenses shortcut extended again
	Investment preferences of the young
	How to construct an effective portfolio
	Estate planning opportunities highlighted with work test changes
	Lenders are getting tougher on older borrowers

2020 is coming to an end. Phew!!

Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our clients and their families a Merry Christmas, a Happy New Year and a great holiday period.

Our annual Advent Calendar.

Come back each day and click on the next date for another inspirational quote or poem from some of the greatest writers and poets.

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

25th-December-2020