A 2022 Advent Calendar for our clients

A 2022 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas quotes. (Please click on the image to open the Advent Calendar and then click on a date)  
Draft legislation released for franking credit changes

Draft legislation released for franking credit changes

The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.   On late Thursday that government released draft amendments for consultation which will align the tax treatment of off-market share buybacks...
Advisers warned on major timing traps with lifetime CGT cap

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.   Speaking in a recent CFS FirstTech podcast, Colonial First State senior technical services manager Linda...
Volatility is here to stay

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.   If there was to be a single investing lesson that emerged from...
Positive results from research into the value of financial advice.

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.   On average, advised Australians rate their overall life...
Three things to consider when switching your super

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.   Three things to consider when switching your super The superannuation guarantee is a percentage of your...
SMSF professionals play critical role in Age Pension planning

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.   Ahead of an upcoming webinar, Accurium technical...
Making the most of your super limits

Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement.   Ongoing contributions from your employer over the course of your working life, and potentially extra contributions made by you, can make a huge difference to your super...
Federal Budget 2022 — Winners and Losers

Federal Budget 2022 — Winners and Losers

After 10 years out of government, Treasurer Jim Chalmers has delivered Labor's first budget since its election victory in May.   Most of the big announcements — both new things the government's funding and things it's getting rid of — are election...
ASIC consulting on changes to SMSF advice guidance

ASIC consulting on changes to SMSF advice guidance

  The corporate regulator is in the process of amending information sheet 205 and 206.     Speaking at a recent conference in Sydney last week, Chartered Accountants Australia and New Zealand (CA ANZ) superannuation and financial services leader Tony Negline said ASIC...