Categories for Financial Planning News
LRBA changes mostly affect Melbourne, Sydney retirees
Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and Sydney who are approaching retirement and have recently purchased a property within their fund, according to a major financial institution.
Lessons from the 2019 Index Chart
Between smartphones, websites and watches that alert you even when you have ignored the phone, it is hard, if not impossible, to tune out the noise of the world.
The global economy at midyear: How our views have changed
A lot has happened since Vanguard published its global economic and market outlook for 2019 at the end of last year.
The biggest global corporations since 1998
So who are are they and how how have they changed in the past two decades? This animation really is fascinating.
‘Retrospective’ LRBA measures tipped to cause headaches
With the government reintroducing its total super balance measure for SMSF loans, technical experts have warned that the retrospective nature of the change could pose issues for SMSF clients purchasing property this year.
Downsizer Super Contribution
Australians who are 65 years old or older may make a downsizer contribution into their superannuation of up to $300,000 from the proceeds of seeling their home.
Keep track of how Australia is really ticking over.
The data below covers almost every aspect of life in our great country.
Insights from the 2019 Vanguard / Investment Trends SMSF survey
The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.
What falling interest rates mean for investors
The Reserve Bank of Australia's official cash rate is at a record low of 1 per cent, with further cuts predicted as the central bank strives to offset perceived economic weakness.