News
May 2023
Federal Budget 2023: what it means for you
Inflationary pressures, interest rates, and escalating cost of living have significantly impacted everyday Australians. This year’s Budget strongly emphasises providing cost of living relief, strengthening Medicare, and investing in a more robust and secure economy.
April 2023
Musings on the $3m cap consultation paper
The changes proposed by the Labor Government have the potential to use policy settings that have long-term retirement savings consequences for all future Australians to target a small group of wealthy boomers in the short term.
February 2023
Proposed Superannuation Tax Changes: What We Know So Far
On 28 February 2023, the Federal Treasurer and Assistant Treasurer announced a proposal to impose an extra 30% tax on superannuation benefits of more than $3 million from 1 July 2025.
January 2023
Why you need more than just $200,000 to start your own super fund
The Australian Securities and Investments Commission abandons the recommendation of a minimum balance of $500,000 to set up a fund.
December 2022
What's ahead in 2023
It’s not surprising to see commentary for 2023 suggesting home prices continuing to fall, global stock markets to crash, companies to be hit by rising interest rates and inflation and the continuing challenges from energy prices affecting households and businesses.
November 2022
When stepchildren miss out on inheritance
An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a society where blended families are widespread.
October 2022
Australian Property Investment
Contributing factors to the growth of Australian millionaires are stock market earnings, property, and other investments.
October 2022
Federal Budget 2022
The October 2022-23 Federal Budget has focused on families, education, health, aged care, energy, and affordable housing.
October 2022
Deciding who gets your super after you die?
The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations.
September 2022
What will be the next big thing in investing?
It may be time to reflect on where we are in the cycle of things, as the next big thing could be a return to normal
September 2022
Can I claim a tax deduction for my personal super contributions?
From 1 July 2017, basically anyone could claim a tax deduction for their personal contributions provided they were able to use the tax deduction.
August 2022
Half-year review and what may lay ahead
Cash and term deposits, staying with equities or dividend paying plus franking credit stocks?