Financial Planning

Trusts are used to hold assets for various reasons, but most typically for tax planning and asset protection purposes. Here's a little more insight into how trusts work.

The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transfer balance cap, according to an advisory firm.

While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.

New rules are in effect, which will see changes to how SMSFs manage transfer balance lodgement.

With only about four weeks left until the end of this financial year, now's a good time to check your superannuation options.

Here are some factors to consider before you join finances with a partner.

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals.

What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?

Investors worldwide are becoming more actively engaged with where their money is being invested, with flows into ESG products continuing to build momentum.

The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you'll be the breakfast table expert every time.