News

Federal Budget 2020-21 Analysis

Building a bridge to recovery In what has been billed as one of the most important budgets since…
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July 2020

The Australian Government will invest $2 billion to provide hundreds of thousands of Australians…
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Summary of Economic Stimulus Initiatives

As part of the Government's series of measures to support the economy and individuals through the…
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Building wealth in diversity

What a difference a year makes. In recent months, Australian shares hit a record high, the Aussie…
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Summer 2019

December is here which marks the official start to summer. Unfortunately, the bush fire season is…
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2019 Year in Review: A year of highs and lows

It was a year of extremes, with shares hitting record highs and interest rates at historic lows….
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The hunt for dividend income in 2020

With interest rates at historic lows and likely to stay that way for some time, retirees and…
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Recent Market Volatility – A Reality Check

Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets including Australian shares. Recent market falls need to be kept in perspective. In the ...
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Is a Transition to Retirement Pension still viable?

From 1 July 2017, income generated from assets supporting transition to retirement (TTR) pensions will no longer be tax free. Instead, income and realised capital gains generated by assets supporting a TTR pension will be taxed at 15%, which is the same rate that applies to accumulation accounts. Key messages The removal of the tax exemption on earnings ...
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Super reform myths

There are a lot of urban myths floating around in relation to the super changes, particularly regarding TTR Pensions, the $1.6m transfer balance cap, CGT relief and the ability to make last minute contributions before the caps drop on 1 July. The following article by Graeme Colley dispels ten of the myths and misunderstandings that have ...
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