Superannuation and inheritance: making your wishes known
Superannuation and inheritance: making your wishes known People often think their superannuation will be treated as part of their estate when they die and distributed according to their Will, but that’s not the case. Unless you have nominated your beneficiaries, the decision as to who receives your super is in the hands of the trustees of your fund. When that happens, the […]
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Tax Alert for June 2018
Tax Alert for June 2018 Budget promises tax cuts now, more later While the May 2018 Budget delivered modest personal tax concessions for the upcoming financial year to Australian taxpayers, the big news was a new long-term tax plan that will overturn the existing progressive tax system. Here’s a roundup of the latest tax news: Tax offsets for lower income […]
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Golden rules of investing
Golden rules of investing At first glance, investing can seem daunting. So much complex information and so little time to absorb and act on it when you’re busy getting on with life. It’s little wonder that so many of us put it in the too hard basket for longer than is good for our wealth. The good news is […]
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Independent financial advice – The ONLY way forward!
Independent financial advice – The ONLY way forward! With the banking royal commission underway, financial planning institutions have been facing a grilling. As more and more is revealed, the Australian public are becoming increasingly horrified. Dr. Dennis J. Maddern, one of only 37 truly independent financial advisers in Australia and Chief Executive Officer of Maddern Financial Advisers,  sat down for an interview with […]
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Franking credits facing the chop
Franking credits facing the chop Here we go again. Superannuation could be about to undergo more change with the federal opposition announcing it will end cash refunds of franking credits on share dividends if it wins the next election. The change would have a significant impact on people paying little or no tax, especially self-funded retirees in pension phase. Seniors […]
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