The right way to rebalance your investment portfolio
October 30, 2021

The right way to rebalance your investment portfolio

Vanguard research has found that for portfolios supporting long term goals, the exact time and threshold limits you decide upon are less important than the discipline of adhering to a consistent approach.

by zfs
Low interest rates require a strategic rethink
October 21, 2021

Low interest rates require a strategic rethink

In an era of lower-for-longer interest rates and investment returns, retirees in particular should be thinking beyond just income generation to fund their lifestyle spending.

by zfs
SMSFs, employee share schemes & NALI
October 18, 2021

SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

by zfs
SMSFs, employee share schemes & NALI
October 18, 2021

SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

by zfs
State and Federal COVID-19 support
October 9, 2021

State and Federal COVID-19 support

 

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

 

by zfs
Two AAT decisions on what constitutes business real property
September 30, 2021

Two AAT decisions on what constitutes business real property

 

Two recent AAT decisions shed important light on what constitutes business real property: Allzams Trust and Commissioner of Taxation [2021] AATA 2767 and Allen and Commissioner of Taxation [2021] AATA 2768.

 

by zfs