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D3s1gnBuG@GCR2020

Guide to writing a business plan

6 July 202114 June 2021 by D3s1gnBuG@GCR2020

 

Whether starting a new business or re-planning an existing one, a business plan is always a good idea.  Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.

 

Categories Financial Planning Leave a comment

Understanding home downsizing and super contributions

14 June 2021 by D3s1gnBuG@GCR2020

 

The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.

 

Categories Financial Planning Leave a comment

Videos to help understand financial planning topics.

11 June 2021 by D3s1gnBuG@GCR2020

 

Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.

 

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Budget 2021: Retirement Outcomes

8 June 2021 by D3s1gnBuG@GCR2020

 

The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

 

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End of year (EOY) financial strategies

4 June 2021 by D3s1gnBuG@GCR2020

 

With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.

 

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SMSF Association clarifies NALI issues around pension phase assets

30 May 2021 by D3s1gnBuG@GCR2020

 

The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.

 

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SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

28 May 2021 by D3s1gnBuG@GCR2020

 

While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.

 

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Dealing with compliance complexities impacting overseas SMSF property

26 May 2021 by D3s1gnBuG@GCR2020

 

Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.

 

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Why Australian households are getting richer

21 May 2021 by D3s1gnBuG@GCR2020

 

Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.

 

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Asset allocations still hold the key

19 May 2021 by D3s1gnBuG@GCR2020

 

Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.

Categories Financial Planning Leave a comment
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