Author: prudentia

Could your SMSF do with more diversification?

Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification.  

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Trustee decisions are at their own discretion: expert

A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.    

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Planning financially for a career break

A pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks.

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Regular reviews and safekeeping of documents vital: expert

Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.

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Latest stats back up research into SMSF longevity and returns: educator

There was a dramatic decrease in the number of SMSF wind-ups from 2018 to 2023, indicating that the SMSF sector is outperforming APRA funds in both returns and customer satisfaction, says a leading educator.

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Investment and economic outlook, February 2024

Region-by-region economic outlook and latest forecasts for investment returns.

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Why crypto treads an uncertain path through tax minefield

The taxation of digital assets used for lending and borrowing would benefit from clear-sighted guidelines.

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Wheat Production by Country

Check out the countries that produce the most wheat.

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Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’

Following years of mixed messaging, Labor has bowed to economic pressure and announced changes to its stage three tax cuts.  

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Investment and economic outlook, January 2024

Region-by-region economic outlook and latest forecasts for investment returns.

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Quarterly reporting regime means communication now paramount: expert

Communication between SMSF trustees, accountants and advisers is more crucial than ever with the quarterly reporting rules coming into force, says a leading specialist.  

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Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.

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Plan now to take advantage of 5-year carry forward rule: expert

This is the last year that the five-year catch-up contribution rules for concessional contributions can be used for those who are eligible, warns a leading educator.

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Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.

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Why investors are firmly focused on interest rates

2024 is very much a story of how quickly and how sharply rates will start coming down.

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Tips for preparing for the best tax outcomes

In the final of our series of predictions for the coming year, we asked our experts what trustees should be considering regarding tax savings in 2024.

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Time to start planning for stage 3 tax cuts: technical manager

Advisers should start planning how to take advantage of the stage three tax cuts due to come into force next year, says a leading technical expert.

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Millions of Australians lose by leaving savings in default MySuper funds

More than 5.2 million young Australians are missing out on higher superannuation returns by investing their retirement savings in default MySuper accounts, according to research from Innova Asset Management.

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The Countries that Export the Most Wine in the World

Check out the countries that export the most wine in the world

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How to tame the market’s skewness

Outperforming the market is hard without a crystal ball. Here's how to tilt the odds in your favour.

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Vanguard economic and market outlook for 2024: A return to sound money

Our economic and market outlook for 2024 reflects the house view of Vanguard’s global economics and markets teams as of December 12, 2023.

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An investment year of ups and downs

How and why investment markets have performed the way they have this year.

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Five investing tips for beginners

Here are five investing tips for those who are just beginning their investment journey. . 1. Evaluate where you’re at financially Before beginning your investment journey, it’s important to sit down and map out your financial position and goals so that you know where you are and exactly what you’re working towards. Start by looking...

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Most Expensive Wars In History

Check out the most most expensive wars throughout history

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Does the NALI/E punishment fit the crime?

The long-running NALI/E debate has not considered the “extremely heavy-handed treatment” the specific asset NALI provisions impose.

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A 2023 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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Economic and market outlook for 2024: Global summary

The global outlook summary highlights the top-level findings of the full economic market outlook.

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EPOA crucial for SMSFs, says professional adviser

An enduring power of attorney is crucial for ensuring continuity and compliance, says a professional adviser.

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Setting up the next generations of retirees

With average life expectancies rising, early investment education and financial advice will become increasingly critical.

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Working after pension age

  The Australian Government is assisting older Australians to work, if they are able and wish to do so, by allowing them to keep more of their pension when they have income from work.  

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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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