Capitaleyes Latest Financial Planning News

Why markets are optimistic
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Ignition Wealth says the final QAR report will help reshape advice and has pushed the government to implement the review’s recommendations in their entirety.
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The mid-year point is an opportune time to take stock of your investment holdings – but reviewing your portfolio should really be an ongoing exercise.
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  Property investment by an SMSF will fail the sole purpose test if it provides pre-retirement benefit to someone such as personal use of a fund asset, warned the ATO director of the SMSF Auditors Segment.  
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The general transfer balance cap is set to increase to $1.9 million from 1 July based on CPI figures released today.
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The fees you pay on your super could have a material impact on how you retire, which is why it's important to understand how they work.
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  The latest figures from the ABS reveal economic growth last year and show inflation coming off its peak.  
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  Around 100,000 SMSF directors still need to apply for their director ID despite the deadline passing two months ago.  Extensions are available for legitimate reasons.  
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  The largest portion of the SMSF investment pool is held in domestic shares, according to a recent survey.      
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Joe Davis, Vanguard’s global chief economist, gives a high-level overview of where the economy and markets are likely headed in 2023. Inflation is abating, thanks in part to central banks’ aggressive actions, but it may come at a cost, with recession likely in most developed markets. But it may not be all bad news for the financial markets.
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With illegal early access schemes on the rise, the Tax Office has issued a fact sheet warning super members about the promoters of these schemes.
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Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.
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