A 16 year study by Vanguard (latest report from July 2018) has found that this figure is about 3% net. This is over and above what might be generated by non-planner assisted investment activity. This means that even for small investors, a financial planner will not only pay for … Read More
by zfs
The ATO has updated its guidelines on the tax treatment of cryptocurrencies, including issues on exchanging one cryptocurrency for another and record-keeping requirements.
by zfs
Residential property has long been a major store of wealth for average Australians.
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While efforts by tax agents and the ATO has seen a dramatic drop in the number of non-lodgers, 27,000 registered SMSFs that have not lodged since their establishment remain on its radar.
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Here's a critical question for retirees and those nearing retirement: How much are you intending to drawdown and spend each year from your retirement savings?
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Given that repeated research has found that a diversified portfolio's asset allocation is responsible for the vast majority of its variations in returns over time, it makes much sense for investors to get it right.
by zfs
The latest Association of Superannuation Funds of Australia (ASFA) statistics into retirement lifestyles has shown a jump in the cost for retirees during the June 2018 quarter, driven mainly by clothing, transport and health services.
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Headlines about trade wars between the U.S. and other nations have been moving global financial markets this year.
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Spouses have clear motivations to at least consider the potential benefits of taking a co-ordinated approach to savings and investing – as well as in dealing with their day-to-day budgeting.
by zfs