Latest Financial Planning News

Come back each day and click on the next date for more inspirational and Christmas quotes.

Despite much talk of rising interest rates and possible recession, here are a few reasons to stay the course and stick to your long-term investment strategy.

By Alexis Gray, Senior Economist, Vanguard Asia-Pacific

Superannuation fund members making a downsizer contribution do not have to sell the whole property or even move out of it after the sale, but cannot claim a contribution for land that has undergone a subdivision, a technical expert has advised.

You may have heard it said, “No risk, no reward.” But did you know that time can actually decrease your risk while increasing your reward?

In the wake of the recent Optus cyber attack, the ATO and Australian Cyber Security Centre has outlined some important steps to help trustees keep their data safe.

Here are some tips that can help you build confidence in your investing approach, no matter what the markets are doing.

The ATO is urging SMSFs to get their asset valuations done before their annual audit to help avoid delays and late lodgements.

There is quite a bit of truth to the old adage “there is no free lunch in life” or its more recent equivalent “if you’re not paying for the product, you’re the product” because pretty much everything in life comes at a cost these days.

The ATO is paying closer attention to attempts by accountants to “patch up” mistakes by SMSF clients involving the removal of money from the fund.