Capitaleyes Latest Financial Planning News

Five investing tips for beginners

  Here are five investing tips for those who are just beginning their investment journey.  
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Tax time: calculating investment income and deductions

  Here's a check list of what you will need to include in your 2020-21 income tax return.  
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What’s your risk profile?

  Your attitude to risk is one of the most important factors to consider when it comes to investing.  
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Tax Time Checklists – Super Funds; Individuals; and Company, Trust, Partnership

  Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.  
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Downsizer and bring forward combination creates new opportunities for super strategy

  With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.  
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Drawdown relief for all pensions

  The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.  
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ATO issues final warnings on outstanding SARs

  The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.  
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Videos to help understand financial planning topics.

  Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  
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Budget 2021: Retirement Outcomes

  The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  
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New SMSF quarterly statistics highlight continued post-COVID recovery

  The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.  
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End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  
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Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

  Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.  
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Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
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