Capitaleyes Latest Financial Planning News

Capital preservation front of mind for SMSF returns

  SMSF investors will increasingly be attracted to investments offering capital preservation post-COVID, with volatile markets and lower dividends compromising their ability to meet investment objectives, according to an asset manager.  
Read More

Majority of retirees expected to fall short on retirement savings

  Recent research has revealed that more than half of retirees are projected to fall short of their desired retirement income level by more than 10 per cent, says Russell Investments.  
Read More

What millennials are thinking about investing and retirement

Vanguard surveyed more than 850 millennials in the U.S. currently aged 24 to 39, who make at least US$50,000 per year, as part of a broader study on how people across different generations feel about retirement, investing, and financial advice during market volatility.
Read More

Super, death, and taxes

  An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.  
Read More

2020 is coming to an end. Phew!!

  Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our clients and their families a Merry Christmas, a Happy New Year and a great holiday period.  
Read More

Most SMSFs are still poorly diversified

  Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.  
Read More

Related party purchases must be clean

  Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.  
Read More

How your coming tax cut could pay off

  Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.  
Read More

Comprehensive list of COVID-19 initiatives and packages.

  The response by our Governments to the COVID-19 crisis has been a very good one.  Following is a comprehensive listing of links to important Federal and State initiatives and programs since the pandemic began.  
Read More

Retirement costs rising despite COVID impacts

  The cost of a comfortable retirement in Australia has gone up over the September quarter despite COVID-induced lifestyle changes, new research has revealed.  
Read More

Behind the dash in new market listings

  There's been an unexpected surge in new listings on the Australian share market over recent months. So, what is driving this IPO boom?  
Read More

ATO flags key deadlines for early release of super

  With the end of the year drawing closer, the ATO has outlined some of the cut-off dates and deadlines applying for members wanting to apply for the early release of their super.  
Read More

To discuss how we can tailor our services to meet your needs, please get in touch

Contact Us

Connect with us
on Social Media

Capitaleyes
Phone: 02 9568 5555
3/471-473 Marrickville Rd
Dulwich Hill NSW 2203
Entrance: Seaview St