Some superannuation funds have achieved above average returns in recent years, partly due to a very high exposure to infrastructure assets. These are typically big-ticket assets such as airports or tollways,…
Read More
The former Treasurer Peter Costello AC, who is now Chairman of the Australian Future Fund, recently sent a timely warning to investors about risky investments. His point was that record…
The end of the calendar year 2019 approaches and despite fears and concerns around the world economies, markets have generally continued to provide decent returns. Low interest rates have been…
At present, stock markets around the world have seen positive gains since Christmas, but most fund managers are cautious about the future. We have conducted reviews with several of our…
The Government has passed legislation to change our personal tax rates. This has been a protracted process, particularly due to the election, but by the time the changes are fully…
As we head into the new year it may be timely to review some of the important changes that have been made to superannuation and tax legislation that could be…
We have had some enquiries from clients as to whether they should now seek the services of a small institution as opposed to the big banks, who have been exposed…
Labor Proposal to Eliminate Franking Credit Refunds Example 1: Self-Funded Retiree, Anna Interest $20,000 Dividend $700 Imputation Credit $300 Taxable Income $21,000 Tax Payable $0 Refund Imputation Credit $300 This…
We also take this opportunity to welcome two great additions to our team. Some of you will already have met Dee Rossiter, who joined us in November 2018 as an…
A common theme to arise from the ongoing Royal Commission is a realisation that big does not always mean better. A high proportion of the scandals that have been uncovered…
