Investing

7 April, 2020

Retirees, COVID-19 And Options On The Table During A Market Crash

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the Global Financial Crisis (GFC), both here in Australia and around the world. […]
18 December, 2019

SMSF Sole Purpose Test And Fractional Investments

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] To be eligible for superannuation fund tax concessions, SMSFs are required to be maintained for the sole purpose of providing retirement benefits to […]
7 December, 2018

Franking Rules And Company Tax Rates

The progressive lowering of company tax rates may have the effect of locking the benefit of any tax paid at a higher rate in the franking account. A company pays […]
19 November, 2018

Deemed Dividends: Changes Are Coming

If you own a private company, deemed dividend payments or Div 7A may be familiar to you. In short, it is designed to ensure that income is not inappropriately sheltered […]
16 May, 2018

Making money and doing good – the rise of sustainable and impact investing

Making money and doing good – the rise of sustainable and impact investing There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, […]
16 February, 2018

The pullback in shares – seven reasons not to be too concerned

The pullback in shares – seven reasons not to be too concerned The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid […]
16 February, 2018

Top 5 investment themes for 2018

Top 5 investment themes for 2018 Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of […]
13 November, 2017

The power of investing in yourself

The power of investing in yourself   What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here […]
13 November, 2017

Investment bonds – an alternative to super

Investment bonds – an alternative to super   A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can […]