SMSF liquidity lessons learnt from the pandemic
Sometimes it is true that you don't know what you've got. Till it's gone. Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.
Categories for Financial Planning News
Do your investment goals stack up?
There's an old saying, to only focus on the things in life that you can control.
Retirement income framework deferred due to COVID-19
The government’s introduction of the Retirement Income Covenant scheduled to start on 1 July has been deferred to allow continued consultation and legislative drafting to take place following the coronavirus crisis.
How early super withdrawals add up
The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy.
AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
The Treasury has confirmed that it will be working with the ATO and an Australian Federal Police taskforce in investigating any cases of fraud related to the government’s COVID-19 stimulus measures.
ATO extends initial JobKeeper payment deadline
Employers looking to enrol for the first two JobKeeper fortnights have now been granted a further extension of time to enrol and pay employees.
ATO releases JobKeeper alternative test
The alternative decline in turnover test rules for the JobKeeper payment scheme has now been registered by the ATO.
Our Website, your resources
Coronavirus resources have been added to the many others we supply our clients. Resources such as many latest news articles, educational videos (updated recently), client portals, calculators, and stock prices. You have 24/7 access to all these tools and resources. Any question, simply ask. *
Consumer satisfaction up for SMSFs, down for industry funds
New data from Roy Morgan has shown self-managed superannuation and public sector funds both increased their customer satisfaction rates in March, despite significant market upheaval, but their industry and retail counterparts were not so lucky.
Superannuation for younger investors
The Australian superannuation industry has been in the headlines almost every day in the past few weeks, with the Federal Government predicting that as many as 1.7 million people will look to access their superannuation early as part of COVID-19 relief measures.
