Author: prudentia

Why superannuation fund fees matter

The fees you pay on your super could have a material impact on how you retire, which is why it's important to understand how they work.

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When to be proactive about your portfolio

The mid-year point is an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.

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TBC set for double indexation from 1 July

The general transfer balance cap is set to increase to $1.9 million from 1 July based on CPI figures released today.

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SMSFs cautioned on ‘strict conditions’ with SMSF lending

Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.

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Countries with the highest GDP per capita between 1800-2040

check out 240 years of countries with the highest GDPs per capita

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2022 by the numbers

How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.

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Auditor flags surprising traps with e-signatures and SMSFs

A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.

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ATO raises alarm on asset protection scheme for SMSFs

The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.

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A review of the last two decades in investing

Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.

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Downsizer age reduction now in force

With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.

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Transitioning into retirement: What you should know

Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.

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The Most Valuable Brands in the World 2000 – 2022

Check out who are the biggest brands in the world.

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Draft legislation released for franking credit changes

The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.

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A 2022 Advent Calendar for our clients

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

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Advisers warned on major timing traps with lifetime CGT cap

Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.

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Three things to consider when switching your super

Understanding how your super works and making sure you are getting the most out of your fund is essential to achieving the retirement lifestyle you envision.

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SMSF professionals play critical role in Age Pension planning

With the recent ATO statistics indicating a significant proportion of SMSF members in retirement phase may be eligible for the Age Pension, Accurium has highlighted this as an important planning consideration.

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Volatility is here to stay

Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.

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Positive results from research into the value of financial advice.

A recent study shows that Australians who have an active relationship with a financial planner are not only better off financially than unadvised Australians – they also have a better quality of life.

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Making the most of your super limits

Getting more money into superannuation is a proven way of building wealth to spend in retirement.

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Federal Budget 2022 — Winners and Losers

After 10 years out of government, Treasurer Jim Chalmers has delivered Labor's first budget since its election victory in May.

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Federal Budget 2022: Winners and Losers

After 10 years out of government, Treasurer Jim Chalmers has delivered Labor's first budget since its election victory in May.

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ASIC consulting on changes to SMSF advice guidance

  The corporate regulator is in the process of amending information sheet 205 and 206.  

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Rapid interest rate rises reveal global market frailties

Elevated volatility is a key feature of markets today. By Jumana Saleheen, Vanguard Chief Economist, Europe  

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Budget October 2022-23 – Comprehensive summary

  The Federal Government is to continue spending more than it earns for at least the next two years at least.  

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Federal Budget 2022/23 – Documents and Facts Sheets

  All the detail for those who like to better understand the fine print.  

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ATO raises ‘illegal early access’ concerns with small business owners

  Recent research by the ATO has revealed a higher proportion of loans to members and non-lodgements among SMSF members with links to small business.  

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Investors and recessions

Despite much talk of rising interest rates and possible recession, here are a few reasons to stay the course and stick to your long-term investment strategy. By Alexis Gray, Senior Economist, Vanguard Asia-Pacific  

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Federal Budget: all the key points you need to know

  A rundown of the main measures that will impact accountants and small business.  

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Claiming a tax deduction for expenses for a home-based business

If you operate some or all of your business from your home, you may be able to claim tax deductions.

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Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

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