by admin | Feb 23, 2022 | Debt, Economics, Federal Budget, Investing
Both bonds and equities have lost ground for the year to date. Bonds have weakened in a world of unexpectedly high inflation, which has prompted central banks to start raising interest rates. Equities have suffered as monetary policy looks to tighten more than...
by admin | Feb 16, 2022 | Economics, Family, Federal Budget, First Home, Housing, Insurance, Lifestyle, Retirement, Superannuation, Tax
First change we have is the Removal of the work test for NCCs and Salary Sacrifice. This means that clients aged between 67 and 74 will no longer have to meet the work test to make Non-Concessional Contributions (including using the bring forward rule, where all...
by admin | Feb 14, 2022 | Estate, Family, Insurance, Investing, Superannuation, Tax
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators and executors of deceased estates. Benjamin Franklin once famously said...
by admin | Feb 14, 2022 | Budgeting, Debt, Economics, Family, First Home, Lifestyle
We work hard to earn our income and even harder to save it to achieve our dreams. Even a few dollars saved on different types of bills over the years can compound to something meaningful. Let’s go through some of the ways that can help achieve these savings. Track...
by admin | Feb 14, 2022 | Business Planning, Estate, Family, Investing, Lifestyle, Tax
The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most tax-effective way. There is no ‘one-size-fits-all’ type of trust. The trust you use depends...
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