Financial Planning

With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.

The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.

While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.

Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.

Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.

Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.

While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.

In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.

The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.

These calculators, along with videos that explain accounting ideas, latest news articles, an easy to use file transfer system, and a portfolio management portal make our website a great place to keep up-to-date and obtain help on many of your financial questions. *