Latest News

Largest cities in the world 1500 to 2100

The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you’ll be the breakfast table expert every time. Please click on the following image to view how the world has changed in the past 220 years and how it is expected to change in...

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Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

  Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.  

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End of year (EOY) financial strategies

  With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.  

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New SMSF quarterly statistics highlight continued post-COVID recovery

  The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.  

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Budget 2021: Retirement Outcomes

  The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.  

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Videos to help understand financial planning topics.

  Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.  

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ATO issues final warnings on outstanding SARs

  The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.  

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Understanding home downsizing and super contributions

  The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.  

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SMSFs still on top for member satisfaction

  SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.  

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Federal Budget 2021 – Health

  While there are many aspects of our life covered in this year's Budget the following focuses on the issues related to Health.  

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Building a more secure and resilient Australia

  In this Budget, the Government is taking decisive action to build our economic resilience to deal with future shocks.  

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Federal Budget 2021 – Overview

  The following links to the ABC where a brief overview of the Winners and Losers from this year's Federal Budget.  

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