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Helpful articles related to our services.

NEWS

ATO figures show jump in starting balances for SMSFs

The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.

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Your personal financial register

Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?

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Australia’s $4bn Super blackhole impacting self-employed most

While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.

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The proper help can be a benefit – age pension

About two-thirds of Australians are entitled to at least a partial age pension (i), so most of us need to understand how it works and determine what role we want it to play in our retirement plan.

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Limited recourse borrowing arrangements – LRBAs

Transfer of loan amounts flagged as vital compliance step for LRBAs. With greater numbers of SMSFs turning to related-party loans after several…

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Wanted: More voluntary super contributions

Are you contributing enough to super? Recent research highlights the reality that most members of large super funds do not make voluntary contributions.

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Australia by the numbers – May Update

An up-to-date snapshot of Australia’s vital statistics. Please click on the following link to see all this interesting information.

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Federal Budget 2019 – Overview

The Government’s economic plan and this Budget are building a stronger economy and securing a better future for all Australians.

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How the 2019 Federal Budget affects you

The following links take you to that section of the 2019 Budget that affects you most. Easy to watch videos and written detail covering the four main

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