Independent Financial Adviser

Independent Financial Adviser

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Illegal early SMSF access on ATO’s radar Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots of talk about taking money out of self managed superannuation funds (SMSFs) to avoid the tax hikes. Read more
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What is portfolio rebalancing? Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. Read more
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How do interest rates affect your investments? Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other investments. Read more
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Tax Alert March 2023 Family trust rules and new guidance on contractors

The Australian Taxation Office (ATO) has confirmed its position on family trust distributions, while also providing employers with new information to simplify completion of Single Touch Payroll (STP) activity statements. Here are some of the latest developments in the world of tax. Read more
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Transitioning into retirement: What you should know Deciding on your retirement funding options in retirement comes down to what makes the most sense for you. Read more