Community
A review of the last two decades in investing
Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.
Downsizer age reduction now in force
With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.
Auditor flags surprising traps with e-signatures and SMSFs
A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.
ATO raises alarm on asset protection scheme for SMSFs
The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.
Transitioning into retirement: What you should know
Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.
Draft legislation released for franking credit changes
The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.
Advisers warned on major timing traps with lifetime CGT cap
Planning ahead is critical for clients wanting to make super contributions under the lifetime CGT cap given some of the tight timeframes, CFS has cautioned.
Volatility is here to stay
Volatility is part and parcel of investing so it's important to put it into perspective and look at the full picture when thinking about your wealth, rather than focus on day-to-day market swings.
A 2022 Advent Calendar for our clients
Come back each day and click on the next date for more inspirational and Christmas quotes.