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Financial Planning

New SMSF quarterly statistics highlight continued post-COVID recovery

26 June 2021 by D3s1gnBuG@GCR2020

 

The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.

 

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ATO issues final warnings on outstanding SARs

22 June 2021 by D3s1gnBuG@GCR2020

 

The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.

 

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SMSFs still on top for member satisfaction

18 June 2021 by D3s1gnBuG@GCR2020

 

SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

 

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World GDP Ranking (1960~2025)

6 July 202115 June 2021 by D3s1gnBuG@GCR2020

 

How countries have evolved during this 65 year period is fascinating stuff to watch.  This chart is based on IMF Reports.

 

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Understanding home downsizing and super contributions

14 June 2021 by D3s1gnBuG@GCR2020

 

The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.

 

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Guide to writing a business plan

6 July 202114 June 2021 by D3s1gnBuG@GCR2020

 

Whether starting a new business or re-planning an existing one, a business plan is always a good idea.  Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.

 

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Videos to help understand financial planning topics.

11 June 2021 by D3s1gnBuG@GCR2020

 

Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.

 

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Budget 2021: Retirement Outcomes

8 June 2021 by D3s1gnBuG@GCR2020

 

The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

 

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End of year (EOY) financial strategies

4 June 2021 by D3s1gnBuG@GCR2020

 

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.

 

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SMSF Association clarifies NALI issues around pension phase assets

30 May 2021 by D3s1gnBuG@GCR2020

 

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

 

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