News
March 2022
2022 Federal Budget Summary
The Summary looks at areas of interest including the state of the economy, the fiscal outlook, superannuation, taxation, and welfare measures.
April 2022
ATO SMSF Annual Stadistics Overview
This annual overview provides key statistics and analysis of Australia's SMSF sector for the 2019–20 financial year.
October 2022
Australian Property Investment
Contributing factors to the growth of Australian millionaires are stock market earnings, property, and other investments.
March 2022
Budget's impact on SMSFs
The Budget's primary focus was on short-term and targeted tax concessions and payments to subsidise those impacted by the increase in the cost of living.
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.
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.
October 2022
Federal Budget 2022
The October 2022-23 Federal Budget has focused on families, education, health, aged care, energy, and affordable housing.
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.
May 2024
Federal Budget Summary 2024
The Budget strongly emphasizes easing cost-of-living pressures and the Government announced an initiative to deliver energy bill relief for all Australian households and certain small businesses.
August 2022
Half-year review and what may lay ahead
Cash and term deposits, staying with equities or dividend paying plus franking credit stocks?
August 2022
Hottest new super strategies to help your kids and spouse
Recontribution tactics made possible by rule changes are a game changer for older Australians and their families.
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.