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MARKETS, TAX AND
RETIREMENT STRATEGIES AND MORE
About Lions Roar
Join us at the Lion’s Roar for our unique take on investment markets, super and tax issues. Updated every fortnight with commentary from Tony Davison, Brett Schatto, Azlin Lutfi and our team of experts.
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Portfolio Update September 2020
The quarter ending 30 September produced positive returns in the portfolio. In a year of surprises, the quarter saw yet another anomaly – new all time highs in US markets in August – despite the backdrop of the worst economic conditions in a generation. August’s market gains were offset by falls in September and as […]
Brett Schatto Interviewed on ABC Radio
Historically low interest rates! “How are those interest rates going to affect us?”, ABC radio presenter Sonya Feldhoff asked our CEO Brett Schatto yesterday. Fast forward to the interview which starts at 34:32.
Why accountancy is the best profession to promote diversity
When it comes to fostering diversity and inclusion, the accounting profession is a leader – but there is still plenty to do, writes Azlin Lutfi. This article was originally published on Acuity. Numbers are universal. While languages developed organically within cultures and regions, mathematics travelled with trade. The foundation and principles of maths are the […]
Cancer! $#!% happens, now what?
When you receive confronting news like a cancer diagnosis, you have every right to become philosophical about the meaning of life and how unfair and random it can be. This article has been written based on my personal experience and the experience that comes with seeing a number of our clients go through the difficulties […]
Expat Advice - My son is working overseas ... can we move his super into our SMSF?
Azlin and Tony discuss the complexities involved when having a family member living overseas as part of your SMSF, and the pitfalls to be wary of when including children in your SMSF.
Expat Advice - What if I haven't submitted Aussie taxes in a while?
Tony and Azlin discuss how they helped an Aussie expat client submit tax returns for the first time since 2016.
Are you thinking about renovating? You may be eligible for a $25,000 HomeBuilder grant.
The government’s $680 million HomeBuilder program is getting a lot of coverage, but the strict eligibility criteria is prohibitive for many households, Azlin Lufti writes. To support jobs in the residential construction sector, the Federal Government is giving eligible Australians a $25,000 tax-free grant to put towards building a new home or substantially renovating their […]
The Only Two Pieces of Aged Care Advice You Need
Moving in with the kids is not a realistic aged care solution for most Australians, making it essential for households to plan ahead and understand their options well in advance. Pride Advice’s Malcolm Brown explains how. There are no guarantees when it comes to aged care. Securing a spot in a high quality, conveniently-located facility […]
From the fraud squad to financial advice: In their own words
We met when Brett was a young detective with the South Australian police and came onto my team; I was Detective Senior Sergeant with the fraud squad at the time, I think it was around 2000.
Eventually he decided to leave the police and pursue a career in finance. I lost track of him for a bit, but when I left the police myself to go work for ASIC as a senior manager I asked him to help manage my benefits and take care of an insurance issue that had cropped up.