Technical expert flags top 3 traps with CGT relief
January 14, 2018

Technical expert flags top 3 traps with CGT relief

While SMSF practitioners may be familiar with the rules for CGT relief, there are some key areas where professionals are hitting snags with the practical aspects of applying the relief, says a technical expert.

by zfs
Become a better investor through your holiday reading
January 11, 2018

Become a better investor through your holiday reading

Behavioural economist Daniel Kahneman – who teaches us to control our damaging behavioural traits to become better, more-disciplined investors – continues as a powerful force on the best-seller lists as 2017 draws to a close.

by zfs
Our Advent calendar for 2017
January 1, 2018

Our Advent calendar for 2017

On behalf of all our staff we wish our clients a Merry Christmas, happy New Year and a great holiday period.

by zfs
For the young it a question of engagement
December 20, 2017

For the young it a question of engagement

Robyn Bowerman relates a chat he had with a young relative who was starting a new job.  A case for starting to save from the outset.  The importance of asset allocation.

by zfs
Address Under-insurance at Personal Finance Level – Global study
December 15, 2017

Address Under-insurance at Personal Finance Level – Global study

Income protection insurance should be presented as part of personal finances and Governments should be pressuring insurers to provide transparent and easy to understand products, a new global study into income protection under-insurance has stated.

by zfs
Realism vs reality – working part-time as retirees
December 10, 2017

Realism vs reality – working part-time as retirees

Are you planning to boost your retirement income by doing some part-time work once you eventually retire? Perhaps you have included the expectation of some paid work in your calculations about how much you need to finance your retirement.

by zfs
Realism vs reality – working part-time as retirees
December 10, 2017

Realism vs reality – working part-time as retirees

Are you planning to boost your retirement income by doing some part-time work once you eventually retire? Perhaps you have included the expectation of some paid work in your calculations about how much you need to finance your retirement.

by zfs