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It's a question most of us ask eventually: what happens to our investments …
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In the current low interest rate environment, an investment product offering low-risk, high …
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Superannuation fund members facing financial hardship have been given an extended window to …
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The ATO has expressed concern that some trustees with diminished pension account values may be …
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2020, a year that will be marked in history by a pandemic that …
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The government now expects around $42 billion to be removed from the super …
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The Government has decided to extend a lower JobKeeper for a further six months (13 …
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The ATO has issued a list of tax-time myths, warning taxpayers that get-rich-quick schemes will …
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Single Touch Payroll (STP) and Annual PAYG Payment Summaries – a reminder to both employers …
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Overall growth of SMSF sector has continued despite a drop in the number of new …
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In light of recent laws passed this month, many clients will need to …
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The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions …
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As markets continue to be wax and wane due to ongoing coronavirus fears …
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Over time we have supplied our clients with a growing collection of tools …
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As the 2019–20 financial year draws to a close, a technical expert has …
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SMSF clients planning to provide rent reductions to tenants should review the lease agreement …
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It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets …
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Several new links have been added to the many already in this article, …
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In the first article of a four-part series on SMSFs and property development, I focus …
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A 16-year study by Vanguard Investments that found a financial adviser effectively adds …
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It's a number that can only be described as mindboggling: $400 million a day.
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The Federal Court has determined whether trusts that distribute capital gains to non-resident …
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Sometimes it is true that you don't know what you've got. Till it's gone. …
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There's an old saying, to only focus on the things in life that …
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The government’s introduction of the Retirement Income Covenant scheduled to start on 1 …
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In the past few weeks, we have seen economies be brought to a …
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The Australian superannuation industry has been in the headlines almost every day in …
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New data from Roy Morgan has shown self-managed superannuation and public sector funds …
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Coronavirus resources have been added to the many others we supply our clients. …
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The alternative decline in turnover test rules for the JobKeeper payment scheme has now been …
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Employers looking to enrol for the first two JobKeeper fortnights have now been granted a further extension …
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The Treasury has confirmed that it will be working with the ATO and an Australian …
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The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the …
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From Monday 6 April additional support for Early Childhood Education and Child Care …
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The Australian Taxation Office has responded to widespread concerns on whether SMSF landlords providing rent …
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Is your self-managed super fund fully compliant with the regulations governing the operation …
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A law firm has warned trustees to consider several factors to ensure they’re …
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The following website gives the running totals for many everyday categories and the …
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Severe market downturns feel anything but fair. In many ways the biggest risk …
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Prime Minister Scott Morrison has now unveiled an extraordinary $130 billion wage subsidy …
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Multiple sources of help and explanation the relief packages and programs our Governments …
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Detail on what the second stimulus package means to your hip pocket, Centrelink payments and …
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Small businesses will be the hardest hit by the ramifications of Covid-19. The following …
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The Prime Minister has announced a stimulus plan to curb the economic impact …
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The data contained on this website can help with many day to day …
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There are often upsides and downsides in any piece of legislation, especially when …
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Following confirmation from the government that legislation to extend the work test exemption …
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We provide 24/7 access to many extra tools and resources to help you …
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A question that comes up for many people saving for retirement is how …
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This animated chart is simply amazing but some world events could have a …
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Deliberate efforts to game non-concessional contributions (NCC) cap breaches to reduce tax are …
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As it goes, 2020 is unlikely to bring a period of prolonged stability …
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Be aware: Australians are being warned that they will need half a million …
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It wasn't long ago that the common view was to save and invest …
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It might be dry old data but it's how you're county's going and …
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A fundamental knowledge gap is continuing to trip property investors up, leading to …
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Since the news of the coronavirus broke, the human impact globally has been significant and …
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Watch as the world population changes every second of the day or see …
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The Australian Taxation Office (ATO) has issued a renewed warning to Australians about …
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When I was in my 20s, I flirted with dreams of becoming a race …
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One of the biggest retirement challenges is ensuring that the savings accumulated during your working …
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At the end of 2018, after a dismal fourth quarter – in fact, …
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The ATO has renewed its commitment to making sure super is “visible, valued and owned” …
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The data contained on this website can help with many day to day …
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SMSF auditors are expected to focus more clearly on specific details and evidence around …
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You're so close. You were diligent in making additional contributions to your super …
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It’s been a long time coming but members are finally able to use …
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The ATO has outlined the ways in which those impacted by Australia’s bushfire crisis will …
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The ATO has provided further instructions for SMSF trustees and directors around how they can prepare their …
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Under the current rules, the maximum amount of “concessional” superannuation contributions that can …
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The ATO wants to ensure that, when an SMSF has a significant majority of its investments in …
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There are few things in today's world as certain as this. Ask anyone …
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The Retirement Income Review questioned if consumers understand the end purpose of the …
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Keeping up-to-date with this data will brighten up anyone's day.
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The 2019 year has been unpredictable for investors, with weaker economic growth and …
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On behalf of all our staff we wish our clients a Merry Christmas, …
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This animated chart is simply amazing. It's fascinating to see how the world …
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The International Monetary Fund (IMF) grabbed headlines this month on releasing its latest …
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Buy low and sell high is the mantra of many a seasoned investor …
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Of all the decisions we make, investments ought to be the most rational. …
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A great place to keep up-to-date with the 'bigger picture'.
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This animated chart is simply amazing. It's fascinating to see how the world …
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Videos are a good way to learn more about a topic or show …
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Retiree clients looking to sell their property can often contribute more to their SMSF than …
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Unfortunately, of recent times there has been no shortage of negative press, comment …
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High-income-earning SMSF trustees with multiple employers will be able to apply from mid-October to gain …
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One great source of data about Australia. Become better acquainted with the country …
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Letters sent by the ATO to nearly 18,000 SMSFs may serve as a warning to a far …
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Investors are faced with a significant and growing challenge. Stretched government balance sheets …
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Interest in setting up an SMSF among those in APRA-regulated super funds is on the increase, while …
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The government’s further restrictions to non-arm’s length income and LRBAs have passed Parliament, meaning SMSF trustees approaching …
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Shane Oliver – Investors should expect more sharemarket volatility over the next year as the …
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Later this month around 630,000 Australians currently qualifying for a partial age pension …
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Between smartphones, websites and watches that alert you even when you have ignored …
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Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and …
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One great source of data about Australia. Become better acquainted with the country …
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The word diversification crops up in many contexts. You might hear a business …
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A new ASIC report has highlighted demand for further advice on the specifics of SMSFs among the …
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SMSF trustees may find properties within their fund caught under changes to non-arm’s length …
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We provide 24/7 access to all these extra tools and resources to help …
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Downsizer contributions can be a valuable strategy for members who are retired or have …
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Given that self-managed super funds (SMSFs) hold more than half of the
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The ATO has provided guidance on what action SMSF trustees should take where they have failed to …
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The Reserve Bank of Australia's official cash rate is at a record low …
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The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 …
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The data below covers almost every aspect of life in our great country.
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Australians who are 65 years old or older may make a downsizer contribution into their …
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With the government reintroducing its total super balance measure for SMSF loans, technical experts have …
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So who are are they and how how have they changed in the …
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A lot has happened since Vanguard published its global economic and market outlook …
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Despite the recent cut to official interest rates, an update in the ATO’s superannuation rates …
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When starting retirement phase pension accounts, SMSF professionals and their clients should think carefully about …
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In a low-interest, lower-return, more-volatile investment environment, investors have an even greater incentive …
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With an increasing number of SMSF clients looking to switch loans following the exodus of …
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If I offered you a year's pay for an hour or so of …
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How age changes investing preferences.
…
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With the new financial year starting, one of the big four accounting firms …
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Less than half of new retirees accessed the age pension last year and …
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Have you written a personal financial register, listing your super and non-super investments, …
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The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established …
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The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate …
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With property markets taking a tumble in recent times, some SMSF clients may need to …
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There’s a lot of talk about in how to close the super gap …
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When do we know for certain that we are on a path toward …
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An up-to-date snapshot of …
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Are you contributing enough to super? Recent research highlights the reality that most …
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Investment portfolios are often built in an ad-hoc fashion with too little thought …
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Updated research from Vanguard confirms what previous research found concerning the average value …
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Transfer of loan amounts flagged as vital compliance step for LRBAs
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About two-thirds of Australians are entitled to at least a partial age pension (i), …
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While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will …
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The following links take you to that section of the 2019 Budget that …
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The Government’s economic plan and this Budget are building a stronger economy and …
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A quick look at these facts and figures and you'll be totally prepared …
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The need to be studious about our financial future never goes away and …
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In the financial services industry, advising people to spend money is like being …
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The ATO has reminded SMSFs that are paying capped defined benefit income streams to members …
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Investors saw increased market volatility and uncertainty at the end of 2018, largely …
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With Labor threatening to reinstate the 10 per cent test if elected, SMSF …
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In retirement, an Australian couple needs from $4,700 to $9,400 a year to …
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Here's some food for thought and another reason why getting professional help from …
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One great source of data about Australia. Become better acquainted with the country …
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LRBA – Limited recourse borrowing arrangements
TBAR – Transfer balance account reporting
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A year may not seem like a long time, but a lot can …
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While the ATO has previously stated that changing a pension to reversionary after …
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The following are available via our website and are not often available in …
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The ATO has identified certain red flags and problem areas with SMSFs that will attract …
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When people in the UK woke up on 24 June 2016 to the …
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As Australia’s $2.8-trillion super system attracts even more headlines than usual, more people …
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Here’s some good news for investors. With a few straightforward New Year resolutions …
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Another thing SMSF Trustees need to be aware of.
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An industry law firm has identified some of the common traps with BDBNs that can …
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A very interesting graph comparing short term volatility with past long term reality.
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One important part of a planner’s job, and what adds real value, is …
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If you could add $61,000 to your super fund in 10 years, would …
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You can access the final report here.
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The stories about people who have embraced the FIRE — it stands for …
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Following a series of ATO audits conducted on SMSFs in recent months, the ATO has …
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SMSF practitioners and their clients have been cautioned on some of the ongoing …
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ATO issues fresh warning on valuations after major cases.
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Given all of the talk about many Australians being apathetic about their superannuation, …
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An up-to-date snapshot of …
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As the global economy enters its tenth year of expansion following the global …
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When you are working or looking for a job, it’s only natural to …
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Data analysis based on a 20-year time frame indicates that Labor’s franking credit …
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While investment advice is the most valued by SMSF clients, compliance and tax are still …
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On behalf of all our staff we wish our clients a Merry Christmas, …
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Behavioural coaching is a major component in how a financial planner adds value …
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You may have read about the latest ranking of Australia as one of …
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Comprehensive statistics on how Australia is performing.
An …
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Ten years ago this month, Lehman Brothers, the fourth-largest US investment bank, filed …
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With clients who fail to pay the minimum pension payments for TRISs potentially up for …
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Compliance activities undertaken by the ATO in the 2017-18 financial year saw the ATO raise around $850 …
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It's been awhile since there's been a drop in the markets as sharp, …
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Over the past decade, there has been improvement in the number of women …
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The latest fall in share prices close to the 10-year anniversary of the …
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Given that repeated research has found that a diversified portfolio's asset allocation is …
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Here's a critical question for retirees and those nearing retirement: How much are …
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ATO deputy commissioner James O’Halloran
…
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While efforts by tax agents and the ATO has seen a dramatic drop in the …
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Residential property has long been a major store of wealth for average Australians.
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The ATO has updated its guidelines on the tax treatment of cryptocurrencies, including issues on exchanging …
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With single touch payroll making it easier for the ATO to identify unpaid SG, telling …
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An article based on a 16 year study by Vanguard Investments Pty Ltd.
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The ‘synchronised global growth’ narrative appears to be over as trade tensions between the …
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One of the great misnomers in the Australian investment scene is that self-managed …
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The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles …
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Headlines about trade wars between the U.S. and other nations have been moving …
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Spouses have clear motivations to at least consider the potential benefits of taking …
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The ATO has outlined key risk factors, behavioural triggers and paper trails that will draw its attention …
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An article based on a 16 year study by Vanguard Investments Pty Ltd.
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Beware identify theft scams.
The …
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The introduction of the transfer balance cap (TBC) on 1 July 2017 has …
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“Two hundred thousand dollars is a lot of money. We're gonna have to …
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SMSFs have been targeted by various property and investment scams this year, with hundreds …
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The latest data reflecting the current position of the SMSF market has indicated these types …
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Better financial management and improved financial literacy will help attainment your long-term goal. …
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Role models are important in many stages of life. Be it school years, …
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An estimated 77,000 self-managed super funds (SMSFs) have unmet needs for advice on …
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Statistical evidence shows superannuation is likely to play a more significant role than …
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While the gender gap in superannuation is improving, an economic index indicates women …
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ASIC's latest research concludes …
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What are the hardest aspects of running your self-managed super fund (SMSF)?
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The majority of Australians are opposed to further changes to the retirement system, …
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Armed with this information you'll be a conversation magnet at any party.
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For many people, their superannuation is their biggest asset when they retire – …
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Mixed phase SMSFs holding greatest assets
…
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For equity investors, 2017 was an epic year. And it came on the …
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Audit activities around cryptocurrency are set to spike this tax time as part …
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#4 in a series of informative blogs on this topic, links to three …
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The Australian economy in …
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Determining retirement goals is undoubtedly at the core of most personal financial plans.
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Armed with this information you'll be a conversation magnet at any party.
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Many investors concentrate on accumulating wealth during their working lives to pay or …
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On most days there are more dollars traded in Apple stock in the …
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SMSF trustees are often unaware that if they move overseas for an extended period …
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In a bid to avoid common basic errors in the lead up to …
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Sizeable cryptocurrency transactions will “come to the attention of the ATO” under new rules that came …
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One of the simplest ways to make your retirement savings more efficient and less …
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For many it's more than just issues to do with Superannuation.
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Significant birthdays are either met with a high level of excitement…or dread.
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The federal government is again being lobbied to extend the superannuation guarantee to …
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US President Donald Trump's recent announcements of tariffs on imports of steel and aluminium as …
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The ATO has provided further details on some of the regulatory considerations with cryptocurrency for SMSFs, including valuations, …
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There’s been a 38 per cent reduction in non-lodgers for SMSFs, but about 30,000 …
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There is a lack of clarity around the post-death receipt of insurance and …
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It has been a big year for the SMSF industry given the major policy changes …
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An up-to-date snapshot of Australia's vital statistics.
…
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The relationship between interest rates, inflation and bond yields is complex and as …
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The year 2017 was defined by a near-perfect goldilocks backdrop of steady global …
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The 2017 federal budget included an allowance for a new type of superannuation …
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The government’s decision to follow one of the recommendations from the Australian Law …
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Have you given much thought to the age that you might eventually retire?
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Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and …
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With the waves of baby boomers now nearing or entering retirement, it is …
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Despite crytpocurrency not being regulated as a financial product, the requisites of best …
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While dry and not that exciting, stats on how Australia is going in …
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With downsizer contributions coming into effect on 1 July 2018, what are some tips and …
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Stop procrastinating. These two words can provide an excellent starting point for investors …
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NAB’s business confidence index jumped four points in December as business confidence and …
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Behavioural economist Daniel Kahneman – who teaches us to control our damaging behavioural traits to become better, more-disciplined …
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While SMSF practitioners may be familiar with the rules for CGT relief, there are some key areas …
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Part of Vanguard's Global Macro Matters research series.
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Keep up to date regarding how our great country is traveling. Almost 150 …
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The financial markets' low volatility underscores investors' conviction that the long-term global economic …
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As artificial intelligence (AI) moves from the realms of fantasy to reality, it …
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Financial advice has been found to be the leading cause of people taking …
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Statutory wills are being neglected in situations where a family member has lost …
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A surprising number of older SMSF deeds pre-dating the 2008 financial year still remain, some …
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Are you planning to boost your retirement income by doing some part-time work …
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Income protection insurance should be presented as part of personal finances and Governments …
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Robyn Bowerman relates a chat he had with a young relative who was …
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Is cheap manufacturing starting to move away from China?
Earlier this year I moved with …
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A truly fascinating set of numbers about our great country. Almost 150 different …
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On behalf of all our staff we wish our clients a Merry Christmas, …
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Keith Richards of The Rolling Stones probably wouldn't define the gig economy as …
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Commentary by Vanguard Global Chief Economist Joe Davis.
Figures cited are in Australian dollars, …
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The government has introduced a number of bills into Parliament relating to contributions …
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The ATO has given a strong indication that there will be concessions made in relation …
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There are plenty of benefits from being self-employed including having a typically high …
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An example of the need to keep good records for everything you do.
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Industry stakeholders are seeking clarity from ASIC over the criteria it is using to determine …
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Your Financial Planner supplies you with more tools and resources than most others …
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-
Loneliness may well be the bane of the long-distance runner's lot, but isolation …
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The ATO is set to release further guidance outlining the circumstances in which …
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The very high level of debt-free home ownership among current Australian retirees helps …
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The government has announced a number of reforms designed to give the ATO …
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It was George Bernard Shaw who coined the phrase 'youth is wasted on …
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Legislation for the government’s First Home Super Saver Scheme (FHSSS), as well as …
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The Australian Dietary Guidelines give advice on eating for health and wellbeing. They’re …
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Not the sort of topic one might normally come across but keeping an …
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What are the hardest aspects of running your self-managed super fund (SMSF)? There are …
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A large proportion of Australians have unrealistic retirement goals. (NB: There are financial …
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Today's young investors weren't alive when The Rolling Stones, among others, released versions …
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A landmark stage in the life of a self-managed super fund is when …
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Young investors can fall into the trap of being too conservative for their …
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The tax office has addressed several points of confusion with the new events-based …
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The Actuaries Institute has addressed the ATO with significant concerns about a recent …
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With the winter season upon us, a number of property investors may be …
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The government has announced it will remove a loophole from legislation that allows …
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With the $1.6 million transfer balance cap now in place, technical experts have …
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This month's focus is on Australia's Labour Force and Demography.
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When it comes to retirement planning, we could be forgiven for giving ourselves …
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Just yesterday (23-7-17) a planner's client said 'By the way I located lost …
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Newly-released draft legislation, which firms up the 2017 budget move to limit investors’ …
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Perhaps the best way to give your young children a lifetime saving and …
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Identity theft is an increasingly popular method of cyber crime as opposed to …
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The latest research into superannuation showed a significant proportion of Australians were still …
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What exactly is the picture in Australia when it comes to crime?
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Despite the current resurgence in equity markets, global economic growth was likely to …
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Just think that in early June 2008, the Reserve Bank's cash rate stood …
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New Government initiative to benefit women's superannuation.
…
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Most financial planners are now fully aware of the importance of estate planning …
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Many investors may not realise that Australia's super and non-super personal investment markets are almost …
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ATO guidance released yesterday has provided peace of mind for SMSFs receiving death benefit pensions …
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Superannuation is supposed to be all about providing income in retirement.
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SMSF trustees looking to take advantage of the current rules around non-concessional caps have …
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Warning about SMSF compliance and the ATO.
…
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The following information covers Australia's recent population trends and movements.
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Important: A summary of what a number of experts with many years experience …
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The gender pay gap and divorce were some of the issues that were …
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For those who like to 'get under the bonnet'
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Comprehensive Budget overview : 27 sections covering every aspect of this year's Budget …
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The following links give you access to the specific issues and topics addressed …
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The following information is derived from ABS data.
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Less than 30 per cent of Australians have sought advice on a financial …
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Let’s take a look at a practical example of how the new capital …
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Think about what has happened in the six months since Treasury secretary John …
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In the coming weeks, the ATO will be distributing letters and guidance notes …
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The following link is a handy ABS tool if you want to see …
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The marriage and divorce statistics for 2015 sadly suggest that …
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The global economy has maintained steady growth in the second quarter of 2017, …
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What are the best countries for a comfortable retirement? What countries have the …
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SMSFs awaiting legislative amendments in relation to the CGT won’t necessarily be ruled out …
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It's hardly surprisingly that a personal finance article in Forbes magazine places the …
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One technical consultant has stressed that while the CGT relief elections are technically …
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With the rules around segregation changing, SMSF trustees wanting to run separate investment portfolios for …
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We’ve come a long way since the mandatory superannuation guarantee was introduced in …
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The ATO has released a final version of its law companion …
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Important information: The ATO has released data that shows where the highest proportion …
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Below are four important financial terms. They are Transition to Retirement; Pension Phase; …
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The Tax Institute has called for an extension of the deadline for applying …
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Unfortunately, many people would reach their mid-fifties and conclude that their savings are …
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The Australian government has introduced legislation to Parliament to implement a new string …
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One of the underlying attributes of Australia's superannuation system is that it starts …
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Deloitte has outlined behaviours that typically do not pass the “sniff test” and can alert …
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Frank Sinatra's My Way probably hasn't been among the karaoke top 100 for …
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An astute way to begin a new year is to take a close …
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Two SMSF auditors, including a big four firm, have revealed that they expect the ATO …
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Several SMSF professionals have revealed that their clients are being increasingly the target, and victims, …
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A lot of SMSF trustees are confused by the CGT transitional relief provided in the …
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The curtain coming down on another year has a way of focusing the …
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Behavioural economist and psychologist Daniel Kahneman has begun 2017 by retaining his place near the top …
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As the new legislative changes to superannuation are rolled out, national law firm Gadens has …
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Report supplied by Zenith Investment Partners
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One of the great things about the summer Olympic Games is that every …
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After the government announced it will be shaking up its budgetary super measures …
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Australian Government – Superannuation fact sheets
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At the end of 2015, Vanguard Senior Economist Roger Aliaga-Diaz, Ph.D., and Vanguard's Investment …
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A new study has found that while a majority of Australians feel unprepared …
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What are the hardest aspects of running your self-managed super fund (SMSF)?
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An industry lawyer has urged SMSF practitioners to carefully scrutinise any life insurance arrangements …..
….. that flow …
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It is understandable that the continuing widespread coverage of key federal Budget proposals …
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Among the pitfalls of saving and investing for retirement is to mislead ourselves about …
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See below for key points in this update and the report itself.
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Changes to salary sacrificed “meal entertainment” benefits
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There has been a lot of media coverage regarding the superannuation law changes …
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It seems that banks are being drawn in into financial disputes with couples. …
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NALI – Non-arm's length income
Non-arm’s length income has received a lot of attention …
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Don’t be alarmed and don’t respond – just hang up!
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With over eight million Australians claiming work-related expenses each year, …..
….. Assistant Commissioner …
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In our role as a domain hosting company we see much of the …
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The federal government has announced it does not agree with the Financial System …
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One national accounting network has tipped that SMSF property investment will be a big-ticket item …
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Prime Minister Malcolm Turnbull has attempted to dispel talks that the government is looking to …
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As pressure grows for the Federal Government to scrap the superannuation tax concessions, …
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Many will be surprised (possibly unpleasantly) by the formula prescribed in various states …
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Ideally, we would enter retirement with our home mortgages paid off and completely …
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The Association of Superannuation Funds of Australia (ASFA) retirement standard for the December …
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Home videos of animals or babies often seem to go viral on the …
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The ATO has stressed the importance of clearly distinguishing SMSF assets, with some funds losing …
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The ATO interpretative decisions and tax determinations on this issue refer to contributions …
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A snapshot of the key points for January 2016
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SMSF investors and their professional advisers could be missing out on significant tax …
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A few extra matters to consider when preparing employee payment summaries
Have any allowances …
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A checklist of a few items to examine further, before year-end.
The usual year-end …
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A checklist of a few items to examine further, before year-end.
Are there some …
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A very brief and simplistic checklist for trustees to undertake well before 30 …
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Even the young these days should to be increasingly aware of their financial …
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Acquiring assets from related parties can be a minefield, but some SMSF practitioners …
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The Fair Work Commission (FWC) has ruled than an employee’s overtime payments can be …
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The Australian Competition and Consumer Commission (ACCC) has issued a warning to accountants to …
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Keeping small businesses out of messy, costly and protracted disputes is the aim …
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Land tax is an annual tax based on the total value of land …
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Mid-size businesses stand to lose research and development (R&D) incentives and miss out …
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One industry lawyer has revealed the ATO will be homing in on one …
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Superannuation is an extremely effective investment vehicle for most people, but is not …
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Recent ATO rulings and interpretations emphasise the need to understand the rules about …
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Although hopefully a very uncommon occurrence, there will be questions for the pay …
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The Institute of Public Accountants (IPA) has recommended a zero per cent tax …
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The following hyperlinks represent only a small selection of professional opinion about the …
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Last night the Australian Federal Treasurer, Joe Hockey, delivered the Budget for 2015-2016. …
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Limited recourse borrowing arrangements (LRBA) used to acquire assets within superannuation will be …
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The tax office has warned members of self-managed super funds against claiming franking …
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However, working on a Budget may not be your cup of tea but …
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What should employers report on an employee’s statement of earnings (which most people …
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The Institute of Public Accountants (IPA) says it broadly supports the proposed small …
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Subsection 262A (4AJA) of the 1936 Income Tax Assessment Act requires the previous …
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