Financial Planning

Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.

While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.

Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.

SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.

SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.

Making our website into a valuable resource for our clients is very important to us.

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.

The growing prominence of SMSFs has made them a ripe target for scammers.

The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.