Latest Financial Planning News
A 2022 Advent Calendar for our clients
Come back each day and click on the next date for more inspirational and Christmas quotes.
Investors and recessions
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
The Countries that Consume the Most Beer in the World
Check out the countries that consume the most beer from 1963-2021
Partial property sales eligible for downsizer
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.
The advantages of investing early
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?
ATO provides cyber security tips for SMSFs
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.
Four powerful ways to build investing confidence
Here are some tips that can help you build confidence in your investing approach, no matter what the markets are doing.
Take action on valuations now to avoid delays, says ATO
The ATO is urging SMSFs to get their asset valuations done before their annual audit to help avoid delays and late lodgements.
How costs can add up
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.