‘Tens of thousands’ of SMSFs at risk with ECPI

July 24, 2017

The Actuaries Institute has addressed the ATO with significant concerns about a recent interpretation related to exempt current pension income (ECPI), fearing many SMSFs will make incorrect claims as a result.

Do’s and don’ts of estate planning

July 19, 2017

Most financial planners are now fully aware of the importance of estate planning when it comes to developing a comprehensive financial plan for their clients.

Smart ways to stretch retirement money

July 12, 2017

Just think that in early June 2008, the Reserve Bank's cash rate stood at 7.25 per cent. Now fast forward nine years to early June 2017 and Australia's current cash rate is 1.5 per cent.

Low economic growth likely for years

July 9, 2017

Despite the current resurgence in equity markets, global economic growth was likely to stay low for a number of years as cyclical and structural factors combined to ensure interest rates and inflation remained subdued for the foreseeable future, according to Standard Life Investments.

Women still in the dark about finances

June 20, 2017

The gender pay gap and divorce were some of the issues that were stopping women from understanding how to thrive financially, according to AFA Inspire national chair Dianne Charman. 

Lessons learnt – often the hard way

June 17, 2017

Important:  A summary of what a number of experts with many years experience helping people manage their investments have to say about the lessons they've learnt.