Capitaleyes Latest Financial Planning News

Most SMSFs are still poorly diversified

  Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.  
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Related party purchases must be clean

  Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.  
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How your coming tax cut could pay off

  Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.  
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Comprehensive list of COVID-19 initiatives and packages.

  The response by our Governments to the COVID-19 crisis has been a very good one.  Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began.  
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Retirement costs rising despite COVID impacts

  The cost of a comfortable retirement in Australia has gone up over the September quarter despite COVID-induced lifestyle changes, new research has revealed.  
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Behind the dash in new market listings

  There's been an unexpected surge in new listings on the Australian share market over recent months. So, what is driving this IPO boom?  
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ATO flags key deadlines for early release of super

  With the end of the year drawing closer, the ATO has outlined some of the cut-off dates and deadlines applying for members wanting to apply for the early release of their super.  
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Super, death, and taxes

  An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.  
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Small SMSFs develop rapidly

  The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.  
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Government targets fund expenditure, best interests in new super reforms

  Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.  
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Investing basics for first timers

  The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. In times like these, knowing the basics of how to get started down the road to prosperity is more important than ever.  
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Retirees need new super investment approach

  The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.  
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