Capitaleyes Latest Financial Planning News

End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  
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Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

  Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.  
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Understanding home downsizing and super contributions

  The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.  
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SMSFs still on top for member satisfaction

  SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.  
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Federal Budget 2021 – Health

  While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.  
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Building a more secure and resilient Australia

  In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.  
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Federal Budget 2021 – Overview

  The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.  
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Asset allocations still hold the key

  Purchasing a home or investment property based on short-term market trends can dramatically alter asset allocations and have long lasting impacts on wealth. Here's why.
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Why Australian households are getting richer

  Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.  
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Dealing with compliance complexities impacting overseas SMSF property

  Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.  
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SMSFs flagged on Div 7A relief implications from ATO’s updated guidance

  While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.  
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SMSF Association clarifies NALI issues around pension phase assets

  The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.  
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