In light of recent laws passed this month, many clients will need to review their estate planning to ensure their will adequately explains how superannuation and insurance payments should be dealt with.
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Overall growth of SMSF sector has continued despite a drop in the number of new funds in the December quarter 2019, the latest ATO statistical report shows.
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In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.
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It's a number that can only be described as mindboggling: $400 million a day.
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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.
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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.
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The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy.
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Superannuation contributions are a valuable tool for building tax-effective wealth. Most contribution plans should be executed by June 30, a critical timeslot in any financial calendar. Now that the COVID-19 panic is subsiding and life begins to normalise somewhat, you may have time to consider...
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.
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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.
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He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.