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D3s1gnBuG@GCR2020

Risking your retirement

21 March 2022 by D3s1gnBuG@GCR2020

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.

Categories Financial Planning Leave a comment

Fresh research challenges guidance on SMSF minimum balances

17 March 2022 by D3s1gnBuG@GCR2020

New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.

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Mistakes to avoid when markets are turbulent

15 March 2022 by D3s1gnBuG@GCR2020

Decisions made in response to short-term events will invariably have negative long-term consequences, so avoid these three common mistakes if you can

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State and Federal Disaster support — March 2022

13 March 2022 by D3s1gnBuG@GCR2020

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet further national hardships.

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State and Federal COVID-19 support — March 2022

13 March 2022 by D3s1gnBuG@GCR2020

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

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Volatile markets underscore importance of discipline

28 February 2022 by D3s1gnBuG@GCR2020

Heightened volatility and market losses early in 2022 emphasize the value for investors of a long- term focus.

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Russia/Ukraine: Rising geopolitical risks and portfolio implications

5 March 202226 February 2022 by D3s1gnBuG@GCR2020

 

Given the enormity of Russia's decision to invade Ukraine, this note provides a short update on the potential market implications.

 

Categories Financial Planning Leave a comment

Countries with highest life expectancy (1800 – 2099)

5 March 202225 February 2022 by D3s1gnBuG@GCR2020

 

In line with our ongoing theme of videos concerning global trends and statistics, this video looks at life expectancy over two hundred years.

 

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ATO releases new guidelines to combat identity theft

24 February 2022 by D3s1gnBuG@GCR2020

ATO and the Tax Practitioners Board have developed new client verification guidelines for tax practitioners, with criminals using increasingly sophisticated attempts to steal taxpayer identities

Categories Financial Planning Leave a comment

‘Catastrophic consequences’: Government lobbied on NALI rules

22 February 2022 by D3s1gnBuG@GCR2020

The non-arm’s length income rules for superannuation will result in unwarranted and significant detriment to fund members and could operate in conflict with a range of trustee duties, including the best financial interests duty, joint bodies have told the government.

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