Capitaleyes Latest Financial Planning News

  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.  
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  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.  
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  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.  
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  Trustees must ensure any purchase from a related party is not a proxy for a loan or financial assistance to avoid breaching their obligations.  
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  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.  
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  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.  
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  Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.  
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  The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. In times like these, knowing the basics of how to get started down the road to prosperity is more important than ever.  
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  The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.  
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  The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.  
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  COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?  
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  With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.  
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