Category: Latest News

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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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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Most Expensive Wars In History

Check out the most most expensive wars throughout history

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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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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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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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Big stamp duty and tax changes for Victoria investors and businesses.

  There are three main areas of significant change: Transition from stamp duty to annual property tax for commercial and industrial property. This will apply to commercial and industrial properties acquired on or after 1 July 2024. (existing owners of properties purchased before 1 July 2024 will not be affected).  Once a property enters the...

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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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Retirement is not just about dollars

A life-cycle consultant has revealed only two in five retirees admit to being happier once they stopped working, prompting him to issue a reminder that achieving a satisfactory retirement goes well beyond how much money a person has saved in their superannuation fund.

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ATO takes hard line on in-house asset rules

A recent announcement from the ATO on in-house asset rules has left many in the auditing sector stunned, claims a leading adviser.

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Most powerful countries throughout time.

Check out the most powerful countries in every century.

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How to budget using the 50/30/20 method

This is a great strategy for anyone who wants an easy and structured budgeting method.

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SMSFA says proposed super legislation will hit farmers, small businesses the most

Small business owners and farmers with land or business premises owned by their SMSF are the big losers in the draft legislation on the Better Targeted Superannuation Concession, claims the SMSFA.

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Investment and economic outlook, October 2023

The peak drag on consumption caused by European Central Bank (ECB) monetary policy will likely occur in the first two quarters of 2024, according to Vanguard research.

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Teaching children about the value of money

Transferring money to children can be one of the most valuable financial steps parents can take.  

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Unfair Terms in a Standard Form Contract

As a business owner, you probably enter into contracts every day. Contracts are crucial as they document and govern the relationship between your business and various parties. It is common to offer the parties you interact with the same or similar contracts. These are examples of a standard form contract.

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High deposit rates, but the case for equities is strong

Investors can currently lock in attractive term deposit rates, however equities are still likely to outperform cash over the longer term.

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Too many businesses roll the dice on tax debt: Jordan

Profitable companies that choose to relegate their tax and super obligations will be a focus of the ATO’s crackdown on collectable debt, Commissioner says.

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Most powerful LEADERS of All Time

Check out the most powerful LEADERS of All Time

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Our investment and economic outlook, September 2023

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

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6 simple rules will ensure a deed can be executed in all states

There are six simple rules that will ensure a deed is executed properly in every Australian state, says a leading superannuation legal consultant.

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Revised NALE rules ‘miss chance to clarify SMSF bugbear

The ATO will need to help trustees work out when an arrangement is internal to the fund for the purposes of non-arm’s length expense rules, says the NTAA.  

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The benefits and risks of collectable super assets

While owning collectable and personal use assets inside a SMSF may sound appealing, there’s a big catch.

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Single-asset segregation barred

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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Oldest Buildings in the World

Check out the oldest buildings in the history of the world.

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Last chance for $25,000 super deduction

For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.    

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Super gender divide to remain a challenge

The Federal Government has flagged it expects the gender gap in superannuation balances to persist well into the future.

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Intergenerational Report 2023

Australia’s future to 2063  

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Managing complex relationships in SMSFs comes down to well-crafted deeds

Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.    

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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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