Recession on our mind
June 30, 2019 12:00 am Comments Off on Recession on our mindWhen do we know for certain that we are on a path toward recession and that what we are experiencing is not simply a reversion to trend? How can investors prepare?
Author Archives for wybenga_admin
What it will take to close the super gap between men and women
June 26, 2019 12:00 am Comments Off on What it will take to close the super gap between men and womenThere’s a lot of talk about in how to close the super gap between men and women, with women often retiring with far less than men.
Australia – How are we going as 2018-19 ends?
June 23, 2019 12:00 am Comments Off on Australia – How are we going as 2018-19 ends?One great source of data about Australia. Become better acquainted with the country we... View Article
LRBAs, guarantees in need of review after property market falls
June 19, 2019 12:00 am Comments Off on LRBAs, guarantees in need of review after property market fallsWith property markets taking a tumble in recent times, some SMSF clients may need to review the loan arrangements and guarantees they have, particularly where the loan-to-value ratio has significantly dropped, says an industry lawyer.
Average age for establishing SMSFs sitting at 48.9: Report
June 16, 2019 12:00 am Comments Off on Average age for establishing SMSFs sitting at 48.9: ReportThe latest SMSF Benchmark Report from Class indicates that there is a continuing trend... View Article
ATO updates valuation guidelines for pension reporting
June 12, 2019 12:00 am Comments Off on ATO updates valuation guidelines for pension reportingThe ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.
ATO figures show jump in starting balances for SMSFs
June 9, 2019 12:00 am Comments Off on ATO figures show jump in starting balances for SMSFsThe ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.
Your personal financial register
June 6, 2019 12:00 am Comments Off on Your personal financial registerHave you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?
Australia’s $4bn Super blackhole impacting self-employed most
May 29, 2019 12:00 am Comments Off on Australia’s $4bn Super blackhole impacting self-employed mostWhile a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.
The proper help can be a benefit – age pension
May 25, 2019 12:00 am Comments Off on The proper help can be a benefit – age pensionAbout two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.
