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Inflation, Rates and Implications

In this paper we aim to explain our expectations for inflation, our views on when central banks will adjust rates and the implications of these on equity and bond markets. What is inflation and when can it be a problem? Inflation refers to the sustained increase in the price of goods and services. Broadly, it […]
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COVID-19 – Providing rental relief for the tenant in my SMSF property

The economic impacts of the COVID-19 crisis are causing significant financial distress for many businesses and individuals. If your SMSF has a property and a tenant in financial distress, you may be able to provide your tenant with rental relief under an agreed commercial arrangement. This may even be the case when the tenant is […]
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Superannuation death benefits – review succession plans

Regardless of the size of your superannuation benefits, it is vital that you sort out your estate plans to ensure that you have a well prepared estate plan so that the right assets go to the right beneficiaries. You need to make sure that you get holistic estate planning advice and have arrangements in place […]
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When did you last review your SMSF’s investment strategy?

You may be aware that the Australian Tax Office (ATO) has issued letters to nearly 18,000 SMSF trustees as part of a campaign to ensure trustees are aware of their investment obligations. Of key concern is ensuring that trustees have considered diversification and liquidity of their assets when formulating and executing their fund’s investment strategy. […]
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Super Choices for employees

Super choices for employees July 2018 If you earn most of your income from employment, you may want to make personal deductible contributions – instead of, or in addition to, salary sacrifice.. Super options Since 1 July 2017, employees have been able to claim personal super contributions as a tax deduction. Like salary sacrifice, personal […]
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Super opportunity for first home buyers

Super opportunity for first home buyers June 2019 Eligible first home buyers can save for their deposit in the concessionally taxed superannuation system, using the First Home Super Saver Scheme (FHSSS or scheme). If you qualify, this scheme may help you accumulate a larger deposit when compared to saving outside super. Key dates Voluntary contributions […]
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A Will isn’t always the only way!

A Will isn’t always the only way December 2018 You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning. They think that so […]
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Steps to consider before entering Aged Care

Steps to consider before entering aged care   December 2018   Early planning can take away a lot of the stress and uncertainty that can arise when considering aged care at home or a residential aged care facility. Know what your options are The first option that probably comes to mind is a residential aged […]
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