16 Feb How will downsizer contributions work for SMSFs?
With downsizer contributions coming into effect on 1 July 2018, what are some tips and traps for SMSFs and their members.
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Financial Planning
06 Feb Power of retiree super dollars
With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you.
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02 Feb Beyond share prices
Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).
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01 Feb Financial advice is the leading trigger to review insurance inside Super
Financial advice has been found to be the leading cause of people taking action to review their life insurance inside a superannuation fund.
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26 Jan Review of 2017 and Outlook for 2018
Investment markets are still in the "sweet spot" - but expect more volatility ahead! 2017 has been a pretty good year for investors as global growth and profits accelerated and centra banks stayed benign with rate changes due to low inflation. The “sweet spot” combination...
18 Jan As share prices rise, the risk-return trade-off gets tricky
Part of Vanguard's Global Macro Matters research series.
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14 Jan Technical expert flags top 3 traps with CGT relief
While SMSF practitioners may be familiar with the rules for CGT relief, there are some key areas where professionals are hitting snags with the practical aspects of applying the relief, says a technical expert.
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27 Dec Five tax deductions to know about
You’re probably well aware you can claim a tax deduction for general work-related expenses. But did you know you may be able to claim if: 1. You take a course or study. You may be able to claim a portion of self-education expenses if it’s related to...
26 Dec What’s your debt age?
The types of debt we have largely depends on our age and stage in life. For most of us, having debt in some form or another is an inescapable fact of life. And despite its reputation, debt is not necessarily a dirty word. If managed well, it...
20 Dec For the young it a question of engagement
Robyn Bowerman relates a chat he had with a young relative who was starting a new job. A case for starting to save from the outset. The importance of asset allocation.
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