Australia
Year-end strategies for reduced tax exposure and ongoing wealth accumulation

By William Buck on 16/06/21 - Mins to read: 4 minutes

Financial year end can be daunting, but rather than approaching it with disdain and visions of sky-high paperwork, consider it a time to reset financially and set yourself up for lower taxes and greater wealth accumulation. Common year-end tax minimisation strategies include reducing your CGT by maximising your superannuation contributions,...
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Top 5 Superannuation Changes from 2021-22 Federal Budget Update

By SMSF Association on 16/06/21 - Mins to read: 4 minutes

This is a White Paper published by the SMSF Association As expected, this year’s Federal Budget has a strong emphasis on job growth and women’s security. From a superannuation perspective, there were some welcome surprises for SMSF trustees, the key measures that you should be aware of are outlined below....
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Further changes to Income Protection policies effective 1 October

By Alessandra Forero on 16/06/21 - Mins to read: 4 minutes

We recently communicated the upcoming changes to Income Protection proposed to take effect on 1 October 2021. One key change which the Australian Prudential Regulatory Authority (APRA) has now delayed to 1 October 2022 is: Insurers can revise Income Protection policies every five years Under this change, the guaranteed renewal...
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Revisiting your risk profile

By Nigel Credlin on 16/06/21 - Mins to read: 4 minutes

It’s time – whether you’re just starting to build your portfolio or a sophisticated investor with extensive experience, the instability of 2020 has offered up the opportunity to revisit your risk profile, potentially increasing your returns.   If you invest with an advisor, you’ve likely undertaken questionnaires on risk, endured...
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What’s more dangerous: Diversification or Concentration and does it really matter?

By Andrew Bradley on 16/06/21 - Mins to read: 4 minutes

Diversification is highly regarded but just how important is it when investing? While diversifying investments can reduce risk and volatility, concentrated investments backed by rigorous research, conviction and the right timing can pay off handsomely. However, experienced investors know that concentration doesn’t always pay off and while your research might...
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How to structure the purchase of investment property

By William Buck on 16/06/21 - Mins to read: 4 minutes

When purchasing an investment property, or any investment asset for that matter, you should consider whether you are purchasing the asset in an appropriate structure. If the appropriate structure is not established from the start, it can end up being very costly and restructuring may not be a viable option....
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