Super Changes Announced 5 April 2013

The Federal Government has today announced changes to superannuation which have been speculated over the last few weeks. A tax exemption on superannuation earnings supporting pensions and annuities will be capped at $100,000, and anything above that level taxed at a rate of 15 per cent, the ...

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Autumn Market Update

This quarter the ‘Cyprian Crisis’ has been the next concern to emerge in the global economy and has caused some minimal downside in the markets however they are still tracking ahead and the market closed end of March just below 5000 points at 4979 and the ASX 200 Index closed at 4988.

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Market Outlook for 2013

This time of year the analysts are busy preparing estimates and outlooks for the year ahead.  We have reviewed and taken some points from the various research houses and analysts at Goldman Sachs, Evans and Partners and Lonsec Research. Growth has been slowing in the global economy however the ...

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SMSF limited recourse borrowing arrangement

What is an SMSF limited recourse borrowing arrangement? An SMSF limited recourse borrowing arrangement typically involves an SMSF taking out a loan from a third party lender or from a related party, such as a member of the fund. The SMSF then uses the loan, together with its own available ...

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Additional SMSF Trustee Requirements

There are a number of changes that have been made to superannuation rules which place additional requirements on SMSF trustees that Self Managed Super Fund clients should be aware of. The changes include regular reviews of investment strategies, insurance, separation of assets and asset valuations.

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October 2012 Market Update

Equity markets performed strongly over the quarter, as promises of unlimited bond purchases by the European and US central banks were met with an enthusiastic response. Markets did retreat late in September as the European Central Bank’s (ECB) bold statements collided with European political ...

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RSVP for our October 3 SMSF Seminar as seen in Canberra Weekly

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Turn Your Tax Bill Into Your Next Holiday?

It is the time of year where you start getting together your documents to complete your annual tax returns. If you find that you are getting a tax payment rather than a tax refund this isn’t all bad as you have made some profits this year. Before you get on the phone to our office […]

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The Search for Yield

With the current state of the Global Economy and with interest rates being at low levels the expectation is that this will continue for sometime. What are the options for clients seeking income returns?

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Bonds.. Something to add stablility to a shaken (not stirred) portfolio?

I am not sure if there are many other James Bond fans who read our blog but my personal view is that Sean Connery was one of the best ‘Bonds’ around!  With tough times in the interest rate markets Bonds may be a way to enhance your income return without exposing your portfolio to ...

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