Capitaleyes Latest Financial Planning News

High interest and inflation can pay dividends for SMSFs

While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.
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Financial Planning Newsletter – Winter 2023

Capitaleyes Newsletter – Winter update
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Five questions that indicate how financial literate you are.

Australia has a relatively high level of financial literacy when ranked globally. In a study of 140 economies, Australia ranked in the top 10 countries for financial literacy.
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Tax alert warning could catch more in the ATO web

It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.
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Top 50 Greatest Inventions in History

Check out the greatest inventions in human history!!!
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The strong link between advice and retirement confidence

Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
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The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.
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Banking on the Age Pension

The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.
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Inflation drives the cost of retirement to a record high

Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.
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Legislation changes give market-linked pensions better outcome

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.
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Summary of Superannuation Issues and Recent Changes

Recent Issues and changes that could effect you
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Australians Seek Financial Independence – Report

The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to a new report.
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