Financial Planning News

Videos and other resources for our clients

Making our website into a valuable resource for our clients is very important to us.  There are more tools and resources available when compared to almost anywhere else and this month we highlight our educational videos.  We hope you enjoy these 'extras' and if you have any question then click on the Contact Us button  and ask.   

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‘Unfinished superannuation business’ to watch for in 2021

SMSF services firm Heffron has outlined some of the legislative bills and pieces of guidance the SMSF industry is still waiting on and some of the recent proposals floated by the government.   2020-21 federal budget proposals for superannuation As part of the 2020-21 federal budget, the government announced a raft of new measures for super funds aimed at addressing […]

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Superannuation ideas for 2021

  With the new year almost here, a technical expert has highlighted some of the key superannuation strategies advisers should be considering for clients in different life stages.   In an online article, SuperConcepts executive manager, SMSF technical and private wealth, Graeme Colley said in terms of the year ahead, there’s plenty of strategies to […]

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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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Approaching the dawn

  COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?  

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Returning expats reminded on tax snares with pensions, investments

  With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.  

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Vaccination rates as they happen around the world

  A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.  

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Retirement the ‘number one trigger’ for financial advice

  Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.  

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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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