Advisers warned on major timing traps with lifetime CGT cap

Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.

by zfs

Positive results from research into the value of financial advice.

A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.

by zfs

SMSF professionals play critical role in Age Pension planning

With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.

by zfs

Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement.

by zfs

Three things to consider when switching your super

Understanding how your super works and making sure you are getting the most out of your fund is essential to achieving the retirement lifestyle you envision.

by zfs

Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.

by zfs

A 2022 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas quotes.

by zfs

ASIC consulting on changes to SMSF advice guidance

The corporate regulator is in the process of amending information sheet 205 and 206.

by zfs

Rapid interest rate rises reveal global market frailties

Elevated volatility is a key feature of markets today.

By Jumana Saleheen, Vanguard Chief Economist, Europe

by zfs

Investors and recessions

Despite much talk of rising interest rates and possible recession, here are a few reasons to stay the course and stick to your long-term investment strategy.

By Alexis Gray, Senior Economist, Vanguard Asia-Pacific

by zfs