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MARKETS, TAX AND
RETIREMENT STRATEGIES AND MORE

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All Articles

The Government Stimulus Package: What it means for you.

The Government’s Covid-19 stimulus package provides superannuation, social security and tax relief for individuals, households and businesses. We have summarised the key measures.

SMSFs to Extend Boundary for Six

Large families disadvantaged by current SMSF member limits may get their chance to add extra members, with the government vowing to increase the maximum number to six.

Business Stimulus Package Update

Markets – What to do about the selloff, and what we think is next

If you missed the webinar on the 18th March 2020 catch up by watching this video replay.  If you were at the live event here is your chance to recap some of the great insights. We had a great response from our audience attending today’s webinar from Tony Davison, Brett Schatto and our expert panel […]

Why women are the financial powerhouses of the future

Armed with a top education, self-confidence and their own money, women are increasingly taking control of their finances, Senior Financial Adviser Tracey Boam writes. It’s often said in financial planning circles that “A man is not a financial plan”. This rhyme is used frivolously to encourage women to plan for the future but the truth […]

Why we need to talk about aged care now

Navigating the maze of aged care options while coming to terms with the physical and cognitive decline of elderly parents is not easy, which is why more Australians are seeking professional help.  Renay Richardson writes. The daunting process of placing a much-loved parent into aged care stirs a range of emotions. According to Aged Care […]

Discretionary trusts may be eligible for relief from the land tax surcharge

Trustees of discretionary trusts impacted by the Land Tax Surcharge may have a small window of opportunity to get an exemption and claim a refund on tax already paid. Azlin Lufti explains. Land tax has been around for a long time but the goalposts are regularly changing due largely to the increasing number of foreign […]

Market Outlook & Managed Portfolios Review – December Quarter, 2019

With a full month of 2020 now elapsed, what started in share markets as a very strong performance for the year has recently retraced on the back of concerns for global growth …

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