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‘HomeBuilder’ grants now available.

A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of normal investment returns.  

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Covid-19 resources

A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of normal investment returns.  

Read full article...

Related-party property development concerns — Part 1

In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

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The value of financial advice

A 16-year study by Vanguard Investments that found a financial adviser effectively adds around 3% to the value of a client’s portfolio over time.  This is on top of normal investment returns.  

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A super catch-up plan

It's a number that can only be described as mindboggling: $400 million a day.

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Court decides on taxable capital gains distributions

The Federal Court has determined whether trusts that distribute capital gains to non-resident beneficiaries are taxable and will need to be included in their assessable income.

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SMSF liquidity lessons learnt from the pandemic

Sometimes it is true that you don't know what you've got.  ​Till it's gone.  Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.

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Do your investment goals stack up?

There's an old saying, to only focus on the things in life that you can control.

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Retirement income framework deferred due to COVID-19

The government’s introduction of the Retirement Income Covenant scheduled to start on 1 July has been deferred to allow continued consultation and legislative drafting to take place following the coronavirus crisis.

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Record-breaking crash, rapid rebound …

Is this a recovery or “dead cat bounce”? Covid-19 sparked the fastest stock market crash on record, when the Dow Jones Industrial Average index of US stocks (‘the Dow’) fell by over 30% in only 25 trading days from 6 February. Even in the Great Depression, it took almost twice as long to fall this...

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Covid-19 resources

Multiple sources of help and explanation the relief packages and programs our Governments have recently. All relate to Covid-19 so that you don't have to hunt for information or miss out.  Your accountant can help with any question you have.

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A Toast To Survival

I’m normally a social girl I love to meet my mates But lately with the virus here We can’t go out the gates. You see, we are the ‘oldies’ now We need to stay inside If they haven’t seen us for a while They’ll think we’ve upped and died. They’ll never know the things we...

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Financial Advice Sydney and the North Shore Office based in Gordon NSW

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