Author: zfs

ATO deputy commissioner James O’Halloran

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?

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.

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.

Headlines about trade wars between the U.S. and other nations have been moving global financial markets this year.

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.

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.

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.

            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

One of the great misnomers in the Australian investment scene is that self-managed super funds are actually self-managed.

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.

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.