Capitaleyes Latest Financial Planning News

Navigating the outcome of the U.S. election

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.
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How to overcome your investment fears

Are you thinking of investing but feel held back? Here's how to get started.
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Preparing to lodge quarterly January TBAR

The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.
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Economic and market outlook for 2025: Global summary

The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.
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Women still outpacing men in SMSF establishments

More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.
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A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes. We can't be sure but it seems this year has gone faster than any year previously, we […]
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20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley Trends
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The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data reveals.
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Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super risk. 
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Be clear on TBA pension impact

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
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Leaving super to an estate makes more tax sense, says expert

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
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Investment and economic outlook, October 2024

The latest forecasts for investment returns and region-by-region economic outlook.
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Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St