Tax time: calculating investment income and deductions
Here's a check list of what you will need to include in your 2020-21 income tax return.
Categories for Financial Planning News
Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.
New SMSF quarterly statistics highlight continued post-COVID recovery
The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.
ATO issues final warnings on outstanding SARs
The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.
SMSFs still on top for member satisfaction
SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.
World GDP Ranking (1960~2025)
How countries have evolved during this 65 year period is fascinating stuff to watch. This chart is based on IMF Reports.
Guide to writing a business plan
Whether starting a new business or re-planning an existing one, a business plan is always a good idea. Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.
Understanding home downsizing and super contributions
The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.
Videos to help understand financial planning topics.
Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.
Budget 2021: Retirement Outcomes
The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.
