Financial Planning

Warning about SMSF compliance and the ATO. 

SMSF trustees looking to take advantage of the current rules around non-concessional caps have …..

Superannuation is supposed to be all about providing income in retirement.

ATO guidance released yesterday has provided peace of mind for SMSFs receiving death benefit pensions in excess of $1.6 million, with the guidelines applauded by those in the SMSF industry.

Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.

Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.

The following links give you access to the specific issues and topics addressed in the 2017-18 Budget.

Comprehensive Budget overview : 27 sections covering every aspect of this year's Budget plus 6 Appendix of support information.

For those who like to 'get under the bonnet'

The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversified portfolio, according to JP Morgan.

The marriage and divorce statistics for 2015 sadly suggest that 43 per cent of Australian marriages may end in divorce. Significantly, this number-crunching does not include separations of de facto couples.

The following link is a handy ABS tool if you want to see the demographic make-up of the area you lived as recorded in the 2011 Census.  2016 Census information starts becoming available from June 2017.