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SMSF regulatory update

The Australian Taxation Office (ATO), as self-managed super funds (SMSFs) regulator, has recently announced it will contact approximately 17,700 SMSF trustees in relation to their investment strategy. This is due to growing concerns that some SMSFs are invested in an overly concentrated manner, typically with real property. The ATO statement can be found here. The ATO…

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Five ways to stick to your financial resolutions

Setting a financial goal for the New Year? Take Steps to make it work It’s that time of year when we set new goals or dust off old ones. But how can we boost our chances of sticking to our financial resolution? Here are some practical tips. 1. Choose an attainable goal It’s good to be ambitious, but you may…

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Put your financial windfall to good use

Received a large sum of money?  By taking some practical steps, you can make sure your newfound wealth goes a long way. Windfalls such as salary bonuses and inheritances are more common than many people think. An Australian survey showed that 85% of seniors are likely to leave an inheritance for their children, with an estimated…

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Why should I care about lost super?

Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy…

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Budget Summary

The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. What you need to know – Quick Summary The Budget is forecast to return to surplus in 2019/20 with a positive balance of $2.2bn The economic…

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How to protect your assets from expensive mistakes

Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurancesLiability insurance is a must if you want to safeguard your assets in the event that you need to pay compensation. Lawsuits can arise for a range of reasons –…

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Planning a Holiday? Here are some tips

With the summer holidays almost coming to an end, it’s not too late to do your financial planning for a last minute getaway – or start planning for 2019. Here’s how to minimise your financial stress for a well-deserved break.? Plan ahead  The earlier you start planning, the more money you can save. And when it…

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Is everything secure before your break?

It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. If you are going away you no doubt take care to lock the doors and windows, organise for mail and garbage bins to be checked and neighbours notified. But have you secured everything? There…

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Four Steps to a Bright Financial Future

Tackling your finances can be daunting. But you can’t put a price on the peace of mind you’ll get knowing exactly what is happening with your money – and making a start is easier than you might think.   You can take control of your financial future with a few simple steps. 1. Create a…

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