Maximising your share portfolio

December 14th, 2011 | Consumer News, Financial Planning News, Tax Advice and Updates When we consider purchasing shares we generally think about capital growth.  That is, whether the share price has gone up or conversely, gone down. If you are considering investments that provide steady income, Australian Industrial Shares may be a solution. The Australian […]

Capital gains made by trusts

November 16th, 2011 | Accounting News, Consumer News, Financial Planning News, Tax Advice and Updates If you receive a distribution from a trust, you may have capital gains tax (CGT) consequences.  If the amount by which an asset’s selling price exceeds its initial purchase price.  Trusts include managed funds, such as property trusts, share trusts, […]

The ATO’s view on borrowing in Self Managed Superannuation Funds (SMSFs)

October 12th, 2011 | Accounting News, Consumer News, Financial Planning News, Legal News, Tax Advice and Updates The ATO’s view on Limited Recourse Borrowing Arrangements (LRBA) within Self Managed Superannuation Funds (SMSF’s) has been clarified with the release of the Draft Self Managed Superannuation Funds Ruling (SMSFR 2011/D1) on 14 September 2011.

Think twice before you invest in overseas property!

October 5th, 2011 | Accounting News, Consumer News, Financial Planning News, Legal News, Tax Advice and Updates Investing in overseas property is more risky than investing in property in Australia. It is much more difficult to make sure the investment suits your needs if you don’t have local knowledge and you can’t regularly inspect the […]

Superannuation changes in the Federal Budget

September 21st, 2011 | Accounting News, Financial Planning News, Newsletter Features, Small Business News The 2011 Federal Budget made important changes to superannuation measures that can potentially impact upon the way you manage your employee’s superannuation contributions, as well as your own. You should be aware of these so that you can assist your employees […]

Opportunity to purchase an investment property through your superannuation fund

September 14th, 2011 | Accounting News, Consumer News, Financial Planning News, Tax Advice and Updates With the volatility in the share market over the past three years, many people have decided to take control of their superannuation and invest their superannuation in an investment property as opposed to shares or managed funds.

What you need to know about Reverse Mortgages and No Negative Equity Guarantees

August 31st, 2011 | Accounting News, Consumer News, Financial Planning News, Legal News, Tax Advice and Updates A reverse mortgage is currently the most common equity release product in Australia for retirees. With a reverse mortgage, you use the equity in your home as security to borrow money. This has become an increasingly popular trend […]

Have you considered managing your own superannuation?

August 24th, 2011 | Accounting News, Consumer News, Financial Planning News, Tax Advice and Updates Since the Global Financial crisis, many people are becoming more and more concerned with the performance of their superannuation fund. As a direct result of this concern many people are considering taking more control over the trusteeship and the management […]