Capitaleyes Latest Financial Planning News

When reviewing your asset allocation for the purpose of rebalancing, consider whether a total returns approach to portfolio construction can help achieve your investment goals.
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Heightened volatility and market losses early in 2022 emphasize the value for investors of a long- term focus.
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The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.
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ATO and the Tax Practitioners Board have developed new client verification guidelines for tax practitioners, with criminals using increasingly sophisticated attempts to steal taxpayer identities
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Investment forecasts, just like weather forecasts, should be used to help inform but not entirely drive decision-making.
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While the draft regulations aimed at tackling the excess transfer balance issue are a welcome development, SMSF trustees will have to hope the ATO releases the excess notice determination quickly to avoid interest building up, according to Heffron.
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The non-arm’s length income rules for superannuation will result in unwarranted and significant detriment to fund members and could operate in conflict with a range of trustee duties, including the best financial interests duty, joint bodies have told the government.
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2022 is set to be a bumpy year for investors, but sticking to an investment strategy and thinking long-term will help investors navigate the road ahead.
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61.4% of the world population has received at least one dose of a COVID-19 vaccine. 10.2 billion doses have been administered globally, and 18.22 million are now administered each day. Only 10% of people in low-income countries have received at least one dose.
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10 little-known pension traps proving the value of advice.
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With COVID continuing to place financial stress on businesses and individuals, there has been an uptick in SMSF members illegally accessing money from their funds, an SMSF auditor warns.
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The use of various entities to jointly qualify for the “sophisticated investor” status will need to navigate various legal hurdles, especially around control for structures such as SMSFs and trusts, according to a law firm.
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