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Is your inner entrepreneur calling?

Is your inner entrepreneur calling?

Jan 12 2022

Work From Home (WFH) arrangements seem to have got our creative juices flowing with more online, home-based businesses springing up every day, providing a limitless variety of goods and services.




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The secret to ‘living the dream’

The secret to ‘living the dream’

Jan 10 2022

We all, to a greater or lesser extent, have an idea of our dream lifestyle. So how, as a nation, are we faring?




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The art of dividend reinvestment

The art of dividend reinvestment

Jan 10 2022

To help their investors reap the rewards of compounding, many companies offer dividend reinvestment plans (DRPs).




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Am I too young to manage my super?

Am I too young to manage my super?

Jan 10 2022

Control and flexibility are two reasons why more young people are considering setting up a SMSF, but many are unaware of how they work and what’s involved.




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Market Snapshot: December 2021

Market Snapshot: December 2021

Jan 10 2022

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 December 2021.




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Making Christmas a time of joy for you

Making Christmas a time of joy for you

Dec 7 2021

Some tips and insights to help your readers get ready for the gift-giving and celebrations of Christmas.




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Market Snapshot: November 2021

Market Snapshot: November 2021

Dec 7 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 November 2021.




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Why ‘low-interest’ is causing high interest in property

Why ‘low-interest’ is causing high interest in property

Dec 7 2021

Is it the right time to leap into the property investment market? With low interest rates and rising house prices, many investors are jumping on the property band wagon.




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Closing the gender superannuation gap

Closing the gender superannuation gap

Dec 7 2021

For many women approaching retirement, the gender pay gap has resulted in an uncertain retirement future.




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How to identify a scam

How to identify a scam

Nov 23 2021

Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a ‘trusted’ organisation. However, investment scams occur more often than you may think, highlighting the risk both self-directed investors and SMSF trustees may potentially face when seeking new investment opportunities.




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Market Snapshot: October 2021

Market Snapshot: October 2021

Nov 18 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 October 2021.




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Renting in Retirement: Is it Possible?

Renting in Retirement: Is it Possible?

Nov 18 2021

This article compares the average incomes of Australian retirees and analyses how renting may impact their retirement lifestyle.




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ATO Data Matching and Analysis

ATO Data Matching and Analysis

Nov 16 2021

It was hard to miss the media splash about international tax evasion when the Pandora Papers were released, with local interest focussing on what Australian tax authorities would do with this massive trove of information.




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Varying PAYG instalments due to COVID-19

Varying PAYG instalments due to COVID-19

Nov 15 2021

Taxpayers can vary their pay as you go ('PAYG') instalments throughout the year if they think they will pay too much, compared with their estimated tax for the year.




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Preparing for the new Director ID regime

Preparing for the new Director ID regime

Nov 15 2021

As part of its Digital Business Plan, the Government announced the full implementation of the 'Modernising Business Registers' program. This included recently enacted legislation introducing the new director identification number ('director ID') regime.




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Your SMSF: Wind it up or pass it on?

Your SMSF: Wind it up or pass it on?

Oct 13 2021

Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation.




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Spotlight on super performance

Spotlight on super performance

Oct 13 2021

Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier to find out how your fund compares.




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Market Snapshot: September 2021

Market Snapshot: September 2021

Oct 13 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 September 2021.




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ATO support for employers with expansion of STP

ATO support for employers with expansion of STP

Oct 6 2021

As part of the expansion of Single Touch Payroll (known as STP Phase 2), from 1 January 2022, employers will need to report additional payroll information in their STP reports.




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GST and the sale of your business property

GST and the sale of your business property

Oct 6 2021

Selling your business property is a big decision and it’s easy to focus on the sale price, but this can be a costly error.




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Time running out to register for the JobMaker Hiring Credit

Time running out to register for the JobMaker Hiring Credit

Sep 7 2021

The JobMaker Hiring Credit scheme's third claim period is now open, so if a taxpayer has taken on additional eligible employees since 7 October 2020, they may be able to claim JobMaker Hiring Credit payments for their business.




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ATO warns property investors about common tax traps

ATO warns property investors about common tax traps

Sep 7 2021

The ATO is reminding property investors to beware of common tax traps that can delay refunds or lead to an audit costing taxpayers time and money.




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Expansion of support for SMEs to access funding

Expansion of support for SMEs to access funding

Sep 7 2021

The Government is providing additional support to small and medium sized businesses ('SMEs') by expanding eligibility for the SME Recovery Loan Scheme.




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Market Snapshot: August 2021

Market Snapshot: August 2021

Sep 7 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 August 2021.




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Frankly speaking: Tax benefits of shares

Frankly speaking: Tax benefits of shares

Sep 7 2021

Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends.




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Don’t take super cover for granted

Don’t take super cover for granted

Sep 7 2021

Buying insurance through super has many advantages, but you need to make sure you are getting the right cover for your individual needs. In some cases, you may be paying for nothing.




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Aged Care Payment Options

Aged Care Payment Options

Sep 7 2021

When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting.




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Market Snapshot: July 2021

Market Snapshot: July 2021

Aug 18 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 July 2021.




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Investing lessons from the pandemic

Investing lessons from the pandemic

Aug 18 2021

While every financial crisis is different, some investment rules are timeless. So, what are the lessons of the last 18 months?




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What if I exceed my super contribution caps?

What if I exceed my super contribution caps?

Aug 18 2021

Making additional personal contributions to superannuation is a great way to boost your retirement savings in a tax-effective way. But there are strict caps or limits on the amount you can contribute each year and stiff tax penalties for exceeding the limits.




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New Financial Year rings in some super changes

New Financial Year rings in some super changes

Jul 15 2021

As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings.




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Market Snapshot: June 2021

Market Snapshot: June 2021

Jul 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 June 2021.




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What’s up with inflation?

What’s up with inflation?

Jul 13 2021

Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent.




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SMSFs closing the age and gender gap

SMSFs closing the age and gender gap

Jul 13 2021

Self-managed super funds (SMSFs) have emerged from a difficult year stronger than ever. Not only have balances been repaired after the initial market shock in the early days of COVID-19, but more young people and women are taking control of their retirement savings.




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Market Snapshot: May 2021

Market Snapshot: May 2021

Jun 16 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 May 2021.




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Reduction in minimum pension drawdown

Reduction in minimum pension drawdown

Jun 16 2021

The Federal Government recently announced an extension of the temporary reduction in superannuation minimum drawdown rates for a further year to 30 June 2022.




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Time to review your income protection cover

Time to review your income protection cover

Jun 16 2021

If you’ve owned an individual income protection or salary continuance policy in recent years, you may have seen your premiums increase as insurers struggled to cover their large losses on these products.




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Counting down to June 30

Counting down to June 30

Jun 4 2021

As the end of the financial year approaches, now is a good time to check some new and not so new ways to reduce tax and boost your savings.




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Tax Alert June 2021

Tax Alert June 2021

Jun 4 2021

Here’s a roundup of some of the key developments when it comes to tax.




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Market Snapshot: April 2021

Market Snapshot: April 2021

May 20 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 April 2021.




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SMSF sector continues to grow

SMSF sector continues to grow

May 20 2021

The ATO has recently released its annual statistical overview for self managed superannuation funds (SMSFs) the 2018/2019 financial year, providing key statistics and analysis of the SMSF sector.




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Federal Budget 2021-22: Focus on Tax

Federal Budget 2021-22: Focus on Tax

May 12 2021

Support for Australia’s businesses and our personal finances was at the heart of this year’s Federal Budget as the Morrison Government continues its attempts to strengthen the post-lockdown economy.




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Federal Budget 2021-22 Analysis

Federal Budget 2021-22 Analysis

May 12 2021

In his third and possibly last Budget before the next federal election, Treasurer Josh Frydenberg is counting on a new wave of spending to ensure Australia’s economic recovery maintains its momentum.




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ACNC releases new best-practice disclosures guide

ACNC releases new best-practice disclosures guide

May 11 2021

The ACNC has published a new best-practice guide for charities reporting on government revenue they receive.




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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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