Some of the last sitting days before this year’s Federal election saw changes to the tax and super rules finally pass through both houses of Parliament. Here’s a roundup of some of the key developments.
It’s a chance to refresh and reflect on the year that was and hopefully set some goals for the year ahead. Yet this year more than most, many of us may feel that our personal and financial priorities have shifted depending on our experience of the pandemic.
In this video, Andrew Sherlock discusses how you can ensure your wealth is passed on to the next generation in a tax-effective way through Family trusts.
The costs of aged care can seem daunting and complex, but it’s good to do your research early to ensure you plan ahead for yourself and your loved ones.
What are the arguments for and against having your own Self Managed Super Fund (SMSF)? We discuss in our latest post.
Buying insurance through superannuation has many advantages – but you need to make sure you are getting the right cover for your individual needs.
A recent ATO report showed Australians under the age of 45 now make up around 47% of all new SMSF trustees. So what’s driving younger people to SMSFs?
Investment scams reported to Scamwatch have cost Australians over $70 million in the first half of this year, more than the total losses reported to Scamwatch for all of 2020…
Treasurer Josh Frydenberg says rising confidence and a further unexpected drop in the unemployment rate are another sign there will be a strong economic recovery when virus lockdowns come to an end.
Spring has finally arrived and it’s the perfect time to refresh, reset and declutter your finances.