The Australian Taxation Office (ATO) advise that there is more than $14 billion in lost super waiting to be claimed. The Australian Commissioner, John Shepherd, advises that the main reason for the lost super was because many of the superannuation accounts have not been kept up to date with personal details and changes to […]
Category Archives: Articles
The latest statistics from the ATO statistical report for June 2014 indicate; 1. The number of SMSF’s have increased to more than 534,000. An increase of over 6%, 2. The total asset of all SMSF’s are estimated to total more than $557 billion. An increase of 12.5%. 3. Assets held by SMSF under limited recourse […]
Dividends from Australian Companies provide greater tax benefits than similar dividends paid by overseas non-resident companies to Australian tax residents. The Australian dividend imputation system can represent an important advantage for investors when compared to the dividend taxation system of other countries, as the Australian system, essentially eliminates the double taxation of corporate profits. If […]
Most experts agree that property in an essential investment within an appropriate investment portfolio. However, most people who have property investment do so through large property trusts. Unfortunately, as a result of the Global Financial Crisis (GFC) many of these investments were and in some cases are still frozen and accordingly investors cannot get access […]
There is no doubt that Self Managed Superannuation Funds (SMSF) have estate planning advantages over retail and industry funds. The primary reason that members establish SMSF is to have more control over their superannuation rather than leaving it all in the hands of the fund manager(s). One aspect of the control feature of a SMSF […]
When it comes to purchasing an investment property, you want to maximise the return on your investment and avoid being lured in by marketing gimmicks and media hype. Here are six tips for becoming a savvy property investor… Get a good rental return The first aspect you should check is whether the gross rental return […]
When you purchase shares, you’re investing in a company. So you want to invest in companies that will give you a good return on your investment without jeopardising the security of your investment capital. Here are six points to consider when selecting your shares. You’ll notice the points spell I.S.A.D.I.V. (referring to “Is a dividend”) […]
At the time of writing this the Aussie Dollar was valued at approximately $.92US with many experts predicting that the Aussie dollar is more likely to fall than increase further. Many investors are questioning whether now is the time to invest in overseas markets so that they benefit from a future falling dollar. However, rather […]
The new financial year is now here and with so many new changes on the horizon for small and medium sized businesses, it’s important to make sure that your financial goals and business resolutions are in line so that you (and your business) can have the most successful 2015 financial year. This week we provide […]
Financial Planning, Investment Advice, Investment advice, Self Managed Superannuation Many business owners struggle with whether to hold their business assets as an individual or as a company. However, for many reasons, holding assets in a Self Managed Superannuation Fund (SMSF) can be a better strategy. This strategy suits business owners who want to legally minimize […]