ATO deputy commissioner James O’Halloran
Author: zfs
A dynamic approach to retiree spending and drawdowns
Here's a critical question for retirees and those nearing retirement: How much are you intending to drawdown and spend each year from your retirement savings?
Your investment freedom-maker
Given that repeated research has found that a diversified portfolio's asset allocation is responsible for the vast majority of its variations in returns over time, it makes much sense for investors to get it right.
Living expenses for retirees on the rise
The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles has shown a jump in the cost for retirees during the June 2018 quarter, driven mainly by clothing, transport and health services.
Still a long and bumpy road to travel on the way to a U.S.-China deal
Headlines about trade wars between the U.S. and other nations have been moving global financial markets this year.
Smart spouse investing
Spouses have clear motivations to at least consider the potential benefits of taking a co-ordinated approach to savings and investing – as well as in dealing with their day-to-day budgeting.
Smart spouse investing
Spouses have clear motivations to at least consider the potential benefits of taking a co-ordinated approach to savings and investing – as well as in dealing with their day-to-day budgeting.
What the ATO will be keeping an eye on in FY19
The ATO has outlined key risk factors, behavioural triggers and paper trails that will draw its attention to your client’s SMSF this financial year.
This information will turn you into a fireside expert.
Please click on the following link to see all this interesting information. The areas covered are: Overview Markets GDP Labour Prices Money Trade Government Business Consumer Housing Taxes Climate Access all this data here. tradingeconomics.com
Examining the S in SMSF
One of the great misnomers in the Australian investment scene is that self-managed super funds are actually self-managed.
Trade tensions to choke global growth: Moody’s
The ‘synchronised global growth’ narrative appears to be over as trade tensions between the US and China look set to worsen, says Moody’s Investors Service.
Tools for budgeting, cash flow, Super and more ….
Better financial management and improved financial literacy will help attainment your long-term goal. The resources in our Financial Tools will help. Available 24/7.