Capitaleyes Latest Financial Planning News

The right way to rebalance your investment portfolio

Vanguard research has found that for portfolios supporting long term goals, the exact time and threshold limits you decide upon are less important than the discipline of adhering to a consistent approach.
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Low interest rates require a strategic rethink

In an era of lower-for-longer interest rates and investment returns, retirees in particular should be thinking beyond just income generation to fund their lifestyle spending.
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Lockdowns and mental health

  Victoria endures its sixth lockdown as the state's cases grow; NSW records 1,281 new local COVID-19 cases and three deaths. Lockdowns to be eased once 70% of the population is double vaccinated against COVID-19 yet today some 60% of Australians are in lockdown.  
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Two AAT decisions on what constitutes business real property

  Two recent AAT decisions shed important light on what constitutes business real property: Allzams Trust and Commissioner of Taxation [2021] AATA 2767 and Allen and Commissioner of Taxation [2021] AATA 2768.  
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State and Federal COVID-19 support

  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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Retirement can be risky business

  Retirees face a variety of risks in retirement including market risk, inflation risk and longevity risk. Here are some strategies to help mitigate them so you can achieve financial peace of mind.  
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The rise of the female investor

  While society continues to grapple with the factors driving gender and pay inequity, women are proactively turning to investing more than ever before. And in doing so, they are demonstrating a very competent and sensible approach to building up their wealth outside of superannuation.  
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A proven way to build wealth

  Reinvesting income distributions and having the discipline to contribute regularly is a powerful way to build wealth, as evidenced in Vanguard's 2021 Index Chart.  
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ATO flags availability of COVID-19 early release super recontribution

  Individuals can now recontribute amounts they withdrew under the COVID-19 early release of super program.  
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Quarterly Newsletter – Winter 2021

As the new financial year is underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some areas that could well affect you or your family: Increase in Super Guarantee – how does this affect you? Higher contribution caps – the key things to consider […]
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6-member SMSF registration availability to begin mid-August

  SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.  
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ATO zeroes in on SMSF lifestyle assets

  The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.  
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