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Strategic asset allocation: a timeless solution
While adopting a tactical asset allocation might seem tempting during bouts of heightened volatility, the timing and skill required to perfectly execute a portfolio shift is near impossible. Sticking to a strategic asset allocation however is likely to yield better returns.
SMSFs warned on common mistakes with bare trusts
A specialist law firm has highlighted the importance of ensuring that the bare trust has been set up correctly where SMSFs are looking to borrow money.
Tax Office homing in property deductions, SMSFs warned
With property deductions a big focus for the ATO this tax time, SMSFs have been warned on some of the pitfalls in this area that can land them in trouble.
NALI ‘not going away anytime soon’
SMSF trustees have been urged to start reviewing any potential non-arm’s length expense issues with the outcome of any future government consultation still unclear at this stage.
How much time and money do you need to consider investing
There's a common misperception that in order to start investing, you need a large initial sum and lots of time. Here's why that's a myth.
Super, Death, and taxes
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.
Tax tips
The more detail you can give your accountant the quicker your tax return can be processed and, usually, the better the outcome. The following will help.
Census 2021 Data
Search through the data collected by the Australian Bureau of Statistics, and find interesting facts about how the country is changing.
How diversification fights investor biases
Investing in familiar names may bring a sense of comfort but by focusing too heavily on the Australian market, investors may limit their opportunity set and forgo the benefits of greater diversification.