Latest Financial Planning News

Hot Issues
Middle-to-higher incomes boosting SMSF growth
Investment and economic outlook, May 2024
Transitioning into retirement: What you should know
Plan now to take advantage of stage 3 tax cuts
Deeming freeze a win for Age Pensioners
Downsizer contributions can be time critical
The superannuation changes from 1 July
The Deadliest pandemics in History
Budget breakdown – Federal Government Analysis
Winners & Losers
Federal Budget 2024
Getting to a higher level of financial literacy in Australia
What is the future of advice and how far off is superannuation 2.0?
Investment and economic outlook, April 2024
Australia’s debt service ratio ‘extraordinary’: CBA
Connecting an adviser with your children
ACCC scam report
The Shortest-reigning Monarchs in History
ATO warns trustees about increasing crypto scams
Aged care report goes to the heart of Australia’s tax debate
Removed super no longer protected from creditors: court
ATO investigating 16.5k SMSFs over valuation compliance
The 2025 Financial Year Tax & Super Changes You Need to Know!
Investment and economic outlook, March 2024
The compounding benefits from reinvesting dividends
Three things to consider when switching your super
Oldest Buildings in the World.
Illegal access nets $637 million
Trustee decisions are at their own discretion: expert
Regular reviews and safekeeping of documents vital: expert
Latest stats back up research into SMSF longevity and returns: educator
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Articles
Working after pension age
Does the NALI/E punishment fit the crime?
EPOA crucial for SMSFs, says professional adviser
Economic and market outlook for 2024: Global summary
Five investing tips for beginners
Setting up the next generations of retirees
A 2023 Advent Calendar for our clients
Most Expensive Wars In History
ATO takes hard line on in-house asset rules
How to budget using the 50/30/20 method
SMSFA says proposed super legislation will hit farmers, small businesses the most
Investment and economic outlook, October 2023
The benefits and risks of collectable super assets
Teaching children about the value of money
Most powerful countries throughout time.
Retirement is not just about dollars
Unfair Terms in a Standard Form Contract
Too many businesses roll the dice on tax debt: Jordan
Revised NALE rules ‘miss chance to clarify SMSF bugbear
6 simple rules will ensure a deed can be executed in all states
Our investment and economic outlook, September 2023
The benefits and risks of collectable super assets
High deposit rates, but the case for equities is strong
Most powerful LEADERS of All Time
A 2023 Advent Calendar for our clients

Come back each day and click on the next date for more inspirational and Christmas quotes.


The Christmas and New Year holiday period is upon us again and we hope all our clients have a chance to relax and recover from a pretty torrid twelve months. Our Advent Calendar will help. Each day come back and read some of the inspirational notes it includes. Wishing you, your families and your colleagues a great holiday and a prosperous 2024.


 


(Please click on the image to open the Advent Calendar and then click on a date)


 





13th-December-2023