ATO figures show jump in starting balances for SMSFs
June 9, 2019

ATO figures show jump in starting balances for SMSFs

The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.

by zfs
Your personal financial register
June 6, 2019

Your personal financial register

Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?

by zfs
Your personal financial register
June 6, 2019

Your personal financial register

Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?

by zfs
Australia’s $4bn Super blackhole impacting self-employed most
May 29, 2019

Australia’s $4bn Super blackhole impacting self-employed most

While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.

by zfs
The proper help can be a benefit –  age pension
May 25, 2019

The proper help can be a benefit – age pension

About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.

by zfs
The proper help can be a benefit –  age pension
May 25, 2019

The proper help can be a benefit – age pension

About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.

by zfs
SMSFs on ATO’s radar in cryptocurrency review
May 21, 2019

SMSFs on ATO’s radar in cryptocurrency review

            As part of its review of transaction information from cryptocurrency service providers, the ATO has said that it will be using this data to ensure that SMSF trustees or members who invest in cryptocurrency are complying with their obligations. In an online update, the ATO stated that it has … Read More

by zfs
What a financial planner does to help.
May 13, 2019

What a financial planner does to help.

Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.  

by zfs
What a financial planner does to help.
May 13, 2019

What a financial planner does to help.

Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.  

by zfs