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  Latest Planning News
Hot Issues
5 strategies for successful ‘work from home’ policies
A new crypto world is emerging - the non-fungible token
Retirees aren’t sitting on their super: ASFA
COVID crash: one year on
Phishing scams that pretend to be very reputable companies - BEWARE!!
ATO releases updated guidance on LRBA and Division 7A interaction
Understanding the coming super balance cap changes
A broad range of Calculators.
ATO’s good-faith approach to crypto won’t last much longer
Navigating the post-pandemic challenges and pathways of super for young women
ATO Small Business Newsroom
Cost of retirement up in December quarter
Why benchmarking will be good for super funds
What exactly is inflation?
The risks in hunting for higher returns
Frydenberg flags super freeze
The real value of advice
Taking a deeper dive into indexation of the transfer balance cap
ASIC sounds warning around high-yield bond scams
How to pass the diversification test
Rollout of Director ID Numbers (DIN) is ahead of schedule
The perks of staying invested
Retirees proceeding with downsizing plans as confidence rises
Early access boosted interest in advice
Vaccination rates as they happen around the world
Approaching the dawn
Videos and other resources for our clients
Retirement the ‘number one trigger’ for financial advice
‘Unfinished superannuation business’ to watch for in 2021
Superannuation ideas for 2021
Retirees need new super investment approach
Returning expats reminded on tax snares with pensions, investments
Articles archive
Quarter 4 October - December 2020
Quarter 3 July - September 2020
Quarter 4 of 2020
Articles
2020 is coming to an end. Phew!!
ATO flags key deadlines for early release of super
Retirement costs rising despite COVID impacts
Government targets fund expenditure, best interests in new super reforms
Small SMSFs develop rapidly
Investing basics for first timers
Behind the dash in new market listings
Super, death, and taxes
What millennials are thinking about investing and retirement
Capital preservation front of mind for SMSF returns
Comprehensive list of COVID-19 initiatives and packages.
Most SMSFs are still poorly diversified
Related party purchases must be clean
How your coming tax cut could pay off
Majority of retirees expected to fall short on retirement savings
Monitoring super performance critical in light of new measures
Budget 2020 - A very comprehensive break down.
Budget 2020 - Fact Sheets
Budget 2020 - At a Glance, Overview, Outlook
JobKeeper extension – changes implemented
Temporary home office expenses shortcut extended again
Investment preferences of the young
How to construct an effective portfolio
Estate planning opportunities highlighted with work test changes
Lenders are getting tougher on older borrowers
2020 is coming to an end. Phew!!

 

Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our clients and their families a Merry Christmas, a Happy New Year and a great holiday period.

 



       


Our annual Advent Calendar. 


Come back each day and click on the next date for another inspirational quote or poem from some of the greatest writers and poets.


(Please click on the image to open the Advent Calendar and then click on a date)



 


 




25th-December-2020