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Financial Planning

Last chance for $25,000 super deduction

23 September 2023 by D3s1gnBuG@GCR2020

For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.

 
 
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Managing complex relationships in SMSFs comes down to well-crafted deeds

21 September 2023 by D3s1gnBuG@GCR2020

Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.

 
 
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Our investment and economic outlook, August 2023

18 September 2023 by D3s1gnBuG@GCR2020
Read our latest forecasts for investment returns and our region-by-region economic outlook.

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Transferring wealth to the next generation

14 September 2023 by D3s1gnBuG@GCR2020
Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.
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Intergenerational Report 2023

13 September 2023 by D3s1gnBuG@GCR2020

Australia’s future to 2063

 
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Single-asset segregation barred

9 September 2023 by D3s1gnBuG@GCR2020

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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The top mode of transport in the world

29 August 2023 by D3s1gnBuG@GCR2020

check out the top modes of transport and how prevalent they are.

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Returns rebound in 2022-23

26 August 2023 by D3s1gnBuG@GCR2020
Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
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Understanding the role of custodians

23 August 2023 by D3s1gnBuG@GCR2020
Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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Our investment and economic outlook, July 2023

21 August 2023 by D3s1gnBuG@GCR2020
Read our latest forecasts for investment returns and our region-by-region economic outlook.
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