Succession planning – a process beyond the balance sheet
Succession planning – for any business of any size – takes time and careful thought. As an owner, you need to ...
Wealth & Superannuation
Is an SMSF appropriate for you?
The banking royal commission has been in the news recently for all the wrong reasons. The findings have many people ...
Don’t forget your future when working on your business
Retirement for many people will always feel like it’s a long way off – until suddenly it’s not! Right now ...
Federal Budget 2018: Changes for individuals, superannuation & pensions
To no-one’s surprise, this year’s Federal Budget looks very election-friendly. Tax cuts for the immediate future are targeted at low ...
Dealing with financial stress
Australians are experiencing the lowest level of wages growth in at least two decades (just 1.9% last financial year) and ...
How should you pick your bank?
Choosing your everyday bank can be a decision that is instantly accepted and moved on from, but should it be? ...
Top five changes to superannuation
The 2016 Federal Budget changes are now law. Six important changes take affect from 1 July 2017. Will they affect ...
Market valuations of SMSF superannuation assets required at 30 June 2017
Legislation has now passed introducing the Government’s superannuation reform measures starting 1st July 2017. One of those measures relates to ...
Key Changes to Superannuation for 2017
The Federal Government has now passed the superannuation changes originally announced in the May Federal Budget, claiming it will save ...
New Year, New Financial Resolutions
Another year has passed, which means it is time to start reviewing all the resolutions we made in 2016 and ...
Superannuation – should you start splitting?
With the new $1.6 Million pension “transfer balance cap” coming in from 1 July 2017, it’s going to become increasingly ...
Why you should consider a Testamentary Trust
Planning for your death is understandably not something most people want to think about – and the tax consequences even ...
Investing in commercial property with your SMSF
Using your self-managed superannuation fund (SMSF) to invest in commercial property may seem attractive given the current low interest rates, ...
Superannuation – Treasury announces further changes
On September 15 2016, Treasury announced updates relating to the superannuation changes it had proposed in the May Federal Budget. ...
The rules may be changing, but SMSFs are still a good superannuation option
Australia’s superannuation rules may be about to undergo some major changes if the Budget proposals affecting superannuation are passed by ...
Weighing up life insurance – group vs retail
Which type of life insurance policy is best for you? Should you take a group scheme through your superfund or ...
SuperStream – Are you compliant?
This flow chart will help you see at a glance what your SuperStream oligations are. For a more detailed guide to ...
Robo–advice… the next Terminator?
The humble robot we grew up thinking was science fiction in the Jensen’s is now giving out financial advice… well, ...