Financial Planning

Part 2: The second half of a detailed breakdown of last night’s Federal Budget. Also included are the budget documents themselves for those who like their information to be as granular as possible. Part 2 is set out in this way to help quickly find information that affects you, your family, and your region.

Part 1:  Any government Budget consists of information about all areas the respective government manages for the tax payer.  The Federal Budget is no exception and set out below are half of the areas this year's Budget covered.  It is set out in this way to help quickly find information that effects you, your family and your region.

The following is a breakdown of the major parts of the Federal Budget delivered last night by the Treasurer, Josh Frydenberg. 

The prudential regulator is planning to publish data on all super products and investment options for the first time.

There are hundreds of pages and summaries you can read about this year's Federal Budget but this video is the only comprehensive option you can watch.

The latest version of the SuperStream standards has made the SMSF rollover process slower and more complicated, according to around half of SMSF professionals in an industry poll.

When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.

If you're retired or approaching retirement, and dreading the next piece of news that may cause your portfolio to dip, then it might be time to revisit your asset allocation.

New research shows that ASIC’s emphasis on minimum SMSF balances of $500,000 is “excessively conservative”, with the evidence suggesting that $200,000 may be a more appropriate threshold.