2022 by the numbers
How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.
Financial Planning
Draft legislation released for franking credit changes
The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.
Advisers warned on major timing traps with lifetime CGT cap
Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.
Positive results from research into the value of financial advice.
A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.
SMSF professionals play critical role in Age Pension planning
With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.
Making the most of your super limits
Getting more money into superannuation is a proven way of building wealth to spend in retirement.
Three things to consider when switching your super
Understanding how your super works and making sure you are getting the most out of your fund is essential to achieving the retirement lifestyle you envision.
Volatility is here to stay
Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.
A 2022 Advent Calendar for our clients
Come back each day and click on the next date for more inspirational and Christmas quotes.
ASIC consulting on changes to SMSF advice guidance
The corporate regulator is in the process of amending information sheet 205 and 206.