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Financial Planning

Transitioning into retirement: What you should know

24 January 2023 by D3s1gnBuG@GCR2020

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.

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ATO plans publicity campaign for final Work From Home guidance

8 February 202324 January 2023 by D3s1gnBuG@GCR2020

 

More demanding record-keeping requirements in the November draft have been in place since 1 January.

 

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An ongoing debate every employer needs to be on top of.

8 February 202323 January 2023 by D3s1gnBuG@GCR2020

How to work it out: employee or contractor

To check if your worker is an employee or contractor, you need to review the whole working arrangement.  Read on ….

 

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Auditor flags knowledge gaps with loans and financial assistance amongst SMSFs.

8 February 202322 January 2023 by D3s1gnBuG@GCR2020

 

Loans to members and financial assistance continues to be the most commonly reported type of contravention based on ATO statistics.

 

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Countries with the highest GDP per capita between 1800-2040

21 January 2023 by D3s1gnBuG@GCR2020

check out 240 years of countries with the highest GDPs per capita

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SMSFs cautioned on ‘strict conditions’ with SMSF lending

20 January 2023 by D3s1gnBuG@GCR2020

Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.

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Downsizer age reduction now in force

18 January 2023 by D3s1gnBuG@GCR2020

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.

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ATO raises alarm on asset protection scheme for SMSFs

14 January 2023 by D3s1gnBuG@GCR2020

The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.

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2022 by the numbers

11 January 202311 January 2023 by D3s1gnBuG@GCR2020

How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.

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Draft legislation released for franking credit changes

29 December 2022 by D3s1gnBuG@GCR2020

The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.

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