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Lessons learnt – often the hard way
Important: A summary of what a number of experts with many years experience helping people manage their investments have to say about the lessons they've learnt.
Federal Budget – 2017-18 – Budget documents
For those who like to 'get under the bonnet'
Federal Budget – 2017-18 – Overview
Comprehensive Budget overview : 27 sections covering every aspect of this year's Budget plus 6 Appendix of support information.
The three core pillars of this year’s budget
The following links give you access to the specific issues and topics addressed in the 2017-18 Budget.
Most Aussies shun super advice
Less than 30 per cent of Australians have sought advice on a financial matter, including superannuation, in the past two years, new research has revealed.
Australia in a nutshell
The following information is derived from ABS data.
Tax headache relief: Here’s more help with pension assets changes
Let’s take a look at a practical example of how the new capital gains tax relief will operate for pension assets.
More withdrawals from ‘the bank of mum and dad’
Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from "the bank of mum and dad".
ATO set to release guidance targeted for SMSF clients
In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.