Making a super split

Making a super split

Apr 15 2021

Separation and divorce can be a challenging time, often made all the more difficult when you have to divide your assets. So how do you go about decoupling your superannuation?




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Weighing up the costs and benefits of an SMSF

Weighing up the costs and benefits of an SMSF

Apr 15 2021

For many people, the idea of managing and investing your own retirement savings is very appealing. But there is ongoing debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund?




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Market Snapshot: March 2021

Market Snapshot: March 2021

Apr 15 2021

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for March 2021.




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Bonds, inflation and your investments

Bonds, inflation and your investments

Apr 15 2021

The recent sharp rise in bond rates may not be a big topic of conversation around the Sunday barbecue, but it has set pulses racing on financial markets amid talk of inflation and what that might mean for investors.




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Stay safe from scams

Stay safe from scams

Apr 13 2021

As we approach tax time, we also head into the season where scammers increase their activity – that is, looking to hoodwink small business and individuals alike. Scammers are becoming increasingly sophisticated, so it pays to be aware of what is real and what is fake.




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Good records the best defence when the Tax Man knocks

Good records the best defence when the Tax Man knocks

Apr 13 2021

As the Australian Taxation Office (ATO) turns its attention to businesses and individuals who have used COVID-related support programs, many taxpayers are likely to find themselves on the tax man’s radar.




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Indexation brings changes to superannuation caps from 1 July 2021

Indexation brings changes to superannuation caps from 1 July 2021

Mar 15 2021

From 1 July 2021, the concessional and non-concessional caps are scheduled to increase.




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There's more than one way to boost your retirement income

There's more than one way to boost your retirement income

Mar 15 2021

After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health costs later in life. But this cautious approach also means many retirees are living more frugally than they need to.




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Love and Money: Achieving Financial Harmony

Love and Money: Achieving Financial Harmony

Mar 15 2021

Given that money has the potential to be a source of conflict in relationships, it’s a now a good time to get in sync to ensure you are on track to achieving financial harmony.




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Market Snapshot: February 2021

Market Snapshot: February 2021

Mar 15 2021

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for February 2021.




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Avoid the rush: Prepare your business for June 30

Avoid the rush: Prepare your business for June 30

Mar 15 2021

As the economy begins to get back on its feet, it’s time to get your business back on track and start preparing for this year’s tax time.




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Give your finances a shake out

Give your finances a shake out

Mar 15 2021

Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some of your own financial baggage.




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Tax Alert: March 2021

Tax Alert: March 2021

Mar 15 2021

Individuals and small business owners who have taken advantage of the government’s COVID-19 support programs will find themselves increasingly under the tax man’s microscope in coming months. This is just one of the key developments occurring in the world of tax at the moment.




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Market Snapshot: January 2021

Market Snapshot: January 2021

Feb 17 2021

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for January 2021.




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Is an SMSF right for you?

Is an SMSF right for you?

Feb 17 2021

As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF).




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Turning redundancy into opportunity

Turning redundancy into opportunity

Feb 17 2021

As the economy starts to recover from COVID-19 shutdowns, some sectors may take longer than others to return to their normal operating capacity and some companies may never fully recover. That means there is still the chance that some employees could be made redundant.




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Contractor or employee?

Contractor or employee?

Feb 17 2021

With COVID-19 having a significant impact on traditional employment, many people are working as a contractor for the first time either by choice or necessity. It’s not just a lifestyle decision; from the tax and superannuation perspective, there are important differences between being an employee and a contractor.




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Mind the Insurance gap

Mind the Insurance gap

Feb 15 2021

At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing.




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ACNC urges charities to prevent fraud and cybercrime

ACNC urges charities to prevent fraud and cybercrime

Feb 9 2021

The ACNC has urged charities to take steps to prevent fraud and cybercrime.




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ACNC urges PBIs to check their details

ACNC urges PBIs to check their details

Feb 9 2021

The ACNC is urging charities with deductible-gift-recipient endorsement to check their registration details.




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Targeted funding critical for NFPs’ survival

Targeted funding critical for NFPs’ survival

Feb 9 2021

The Australian Institute of Company Directors annual NFP Governance and Performance Study reveals that many organisations’ future was under threat even before the challenges of COVID-19.




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The right time for estate planning

The right time for estate planning

Feb 9 2021

A common misconception about estate planning is that you should only worry about it when you are old. However, estate planning is one of the most important things you can do to protect yourself, your assets and your loved ones.




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Lessons from 2020 to secure a bright future

Lessons from 2020 to secure a bright future

Feb 9 2021

It was a year most of us would like to forget. And yet, some of the toughest lessons of 2020 had a silver lining.




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Market Snapshot: December 2020

Market Snapshot: December 2020

Feb 9 2021

We take a glimpse at what the market has been up to and what the key developments were for December 2020.




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