Upsize your super with downsized contributions

March 6, 2018

Legislation has passed that will enable people aged 65 or over to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018. These are known as ‘downsizer contributions’ and they can be made on top of the…

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ATO Disclosure of Business Debts

March 6, 2018

Treasury has released an exposure draft of the Treasury Laws Amendment (Tax Transparency) Bill 2018 which will authorise the Australian Tax Office to disclose business tax debts to credit reporting bureaus where the businesses have not effectively engaged with the ATO to manage their debt. What if it’s passed? The…

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Recent Market Volatility-Key Observations from Cathrine Greven

February 12, 2018

I thought I would drop you a quick line, as it has been another torrid time on the global equity markets this last week.  I wanted to reach out to you and explain a little more as to what is going on and why. I don’t have all the answers,…

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Four issues for investors to keep on the rada in 2018

February 8, 2018

Four issues for investors to keep on the radar in 2018-Financial Planning 2017 was a year of surprises and shocks. This year is likely to bring its own remarkable events in economics and politics. So rather than trying to predict precisely the twists and turns of the future, here are…

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Rental Properties-what you need to know!

February 5, 2018

Rental Properties-what you need to know! If you invest in a rental property or rent out your current property, you’ll need to keep records right from the start, work out what expenses you can claim as deductions, and declare all your rental-related income in your tax return. Understand what your…

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IPA Pushes for tax Reform in 2018/19

January 17, 2018

The Institute of Public Accountants has issued a call to the government to prioritise tax reform in its submission for the 2018-19 federal budget.

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Happy New Year-It’s time to get your finances into shape!

January 17, 2018

Its a New Year & the perfect time to get your finances into shape.  This range of tools from Money Smart can help you do just that.  There’s no time to start like the present. 

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New Years Resolutions & Top 100 trends for 2018.

December 19, 2017

The Tech to Help Keep Your New Year’s Resolutions You don’t order food, look for a job or even check out local real estate without using technology, so why embark on a life-changing New Year’s resolution without a little digital backup to help you along the way? According to U.S.…

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The Big Issues of 2018

December 4, 2017

For the past 16 years, Commsec have produced “The Big Issues” report – which has sought to highlight the issues that are expected to influence the economy over the forthcoming 12 months.          Now this is no crystal ball gazing exercise. The aim is not just to forecast where certain…

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Busting the $1 Million Dollar Retirement Myth

November 6, 2017

It’s often been mentioned that $1 million or more in superannuation savings is needed to live a comfortable retirement. This is a daunting figure for most of us and, unsurprisingly, has many Australians concerned about the kind of retirement lifestyle they have to look forward to.  Read on to find…

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