Latest News

World’s most productive countries

The following animated chart covers the period from 1950 to 2017.  It is fascinating to see how the world changes over time.

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World vaccination rates – updated 4-10-21

With all the news and focus now on getting to high vaccination rates before Australia can re-start its economy, how are other countries doing? Vaccinations by Country A PDF covering all countries and the differences are marked. Click here to download PDF Vaccination rates by country income level Share of total population receiving at least...

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Working from home safety and wellbeing checklist

You and your business can still be held responsible for injuries that happen in the home while carrying out work-related duties. So, just as you audit your workplace for OHS issues, you must audit any home workspace used by you or your employees. In most instances employees can do their own home OHS checks to...

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SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

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How do you quantify the value of advice?

A question a lot of clients ask themselves – is the cost worth it? I have been working in the financial planning industry for the past 16 years and 10 of those years running a boutique financial advice firm and working with clients from different walks of life. I know the value I add to...

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The right way to rebalance your investment portfolio

Vanguard research has found that for portfolios supporting long term goals, the exact time and threshold limits you decide upon are less important than the discipline of adhering to a consistent approach.

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ATO extends COVID-19 relief for SMSFs

The ATO has made an extension to several COVID-19 compliance relief for SMSFs to cover the 2021-22 financial year.

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SMSFs can face situational traps affecting related-party transactions with former spouse

SMSFs will need to take a more cautious approach when managing related-party transactions especially around a former spouse, as several traps may arise due to situational changes when considering the application of super laws, according to a law firm.

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Three ways to keep market uncertainty in perspective

No one can say for certain what the markets will do. What we do know however is that investors fare best when they focus on the factors they can control.

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SMSFs, employee share schemes & NALI

Acquiring shares under an employee share scheme (ESS) via your self managed superannuation fund (SMSF) may appear attractive but greater uncertainty has arisen following the ATO’s recent ruling, LCR 2021/2, on the application of the non-arm’s length income (NALI) rules to such a transaction.

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Low interest rates require a strategic rethink

In an era of lower-for-longer interest rates and investment returns, retirees in particular should be thinking beyond just income generation to fund their lifestyle spending.

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Things look positive, but the biggest risk is complacency

Markets have continued to be buoyed by strong performance and despite continuing concerns regarding inflation, the markets had some relief as bond yields pulled back over the quarter. Key Central banks have taken the view that much of the rise in CPIs is attributed to supply/demand imbalances caused by Covid, these imbalances will diminish and...

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