Month: March 2016

Property

ATO property data match could affect honest owners

Late last year the Australian Taxation Office (ATO) announced its intention to acquire details of property transactions dating back to September 20, 1985. Yep, 1985! The scope and amount of information they are requesting is gigantic!

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Lending & Finance

Track your finances with the latest apps and tools

Whatever your reasons, understanding your budget is key to living a comfortable life. Whether you're saving for something in particular, getting out of debt or just trying to stop spending so much money on food, noting your daily spend can definitely help resolve any issues. Here are five apps that can help you stay on top of your budget.

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Property

Investing in Commercial

Most property investors are comfortable with residential property, having owned or rented themselves, but commercial property investment can be a little more daunting. The main reason for this is that there are so many additional factors to consider, such as GST, complicated leases and who’s responsible for the outgoings (expenses) for the property.

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SMSF

The Power of Franking Credits in Super

How good are Franking Credits in a Super Fund? Surely Franking Credits in Pensions are NOT fully refundable?

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Tax

George Costanza’s prenup didn’t work because he didn’t have any dough…but what if he did?

Remember poor old George Costanza from Seinfeld who tried to get out of a defacto relationship by suggesting to his Partner a prenup agreement when they married. It backfired on George of course because he had no dough!

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Tax

Great news for business people stuck in company structures!

The Government has introduced the “Tax Laws Amendment (Small Business Restructure Roll-over) Bill 2016”.

What does this mean for me?

It’s fantastic news for business owners who have been set-up in a dreaded company structure, at present this structure can be extremely difficult to transfer out of, due to capital gains tax (CGT) implications. 

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Strategic Financial Advice

Economic Update – February

Read the latest monthly market update – covering economic and investment market issues from around the world, as well as locally.

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Strategic Financial Advice

The new cost of being comfortable

Australia’s perception of a comfortable lifestyle has shifted significantly upwards in recent decades, according to new research from MLC called the ‘Australia Today’ report.

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Strategic Financial Advice

5 small things you can do to make the most of your money in Retirement

If you’re retired, you don’t want to fritter away the savings you’ve worked all your life to achieve.

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Strategic Financial Advice

A man is not a Financial Plan

Most of us don’t like to admit it, but many of us have been there. You know, madly blowing all our cash while secretly hoping that the right bloke will appear and save us.

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Strategic Financial Advice

Common myths about Life Insurance

Most of us like to think that insurance is a set and forget proposition that we pay for without too much consideration.  However no one can predict the future. Illness or injury can strike at any time with potentially devastating consequences.

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SMSF

Deadline looms for collectibles and SMSFs

Self-managed super fund members have until 1 July 2016 to ensure any collectible or personal use assets held in the fund meet new rules that come into force on that date.

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