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Federal Budget 2022 and YOU – Part 2
Part 2: The second half of a detailed breakdown of last night’s Federal Budget. Also included are the budget documents themselves for those who like their information to be as granular as possible. Part 2 is set out in this way to help quickly find information that affects you, your family, and your region.Federal Budget 2022 and YOU – Part 1
Part 1: Any government Budget consists of information about all areas the respective government manages for the tax payer. The Federal Budget is no exception and set out below are half of the areas this year's Budget covered. It is set out in this way to help quickly find information that effects you, your family and your region.Where self-managed super funds are investing
Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement.Investing for a house deposit
Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit.SMSFs warned on NALE uncertainty
Heffron says SMSFs still need to be cautious around non-arm’s length arrangements.Constructing a portfolio using investor profiles
Vanguard research showed that not all younger investors had a high equity allocation and not all older investors reduced risk as they aged. Consider constructing a portfolio using diversified funds that not only considers your investment time frame, but also aligns to your attitude towards risk.ATO upgrades Online services for SMSF auditors
The ATO has made a number of enhancements to Online services for business to improve the process of lodging auditor contravention reports and audit complete advices.
Our ‘hardest’ SMSF tasks
What are the hardest aspects of running your self-managed super fund (SMSF)? There are certainly more and more tasks and professional help my be needed to manage them properly.
Lack of literacy promotes unrealistic goals
A large proportion of Australians have unrealistic retirement goals. (NB: There are financial tools on this site that can help as too can a financial planner)