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Financial Commentary – Australia as a destination for the super-rich?
Financial Commentary – Australia as a destination for the super-rich? Much can be written about markets, and Australia’s fortunes, e.g. Ford, GM, etc to close manufacturing, etc. But, there are some compelling reasons to believe that Australia’s future looks very bright: In a recent article in the AFR, 17 January ’14 entitled ‘Chinese millionaires head Down Under,’ the following points were made: Australia is the […]
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Man looking at his investment portfolio on computer and phone
Welcome to 2014 – what now for investors? I welcome you and your family to 2014, I hope this will be a prosperous year for all investors. 2013 was the best year for share market growth since 2009. The years 2012, & 2013 were good years for Investors, particularly those who have taken advantage of Dollar Cost Averaging (DCA). In January ’13, the S&P/ASX 200 […] Read more
‘Tis the season to be merry, can I give my staff a tax deductible gift?
‘Tis the season to be merry, can I give my staff a tax deductible gift? This year has passed by faster than ever, and it is unbelievable we are only a week from Christmas now. Many small business owners like to thank their employees around this time of year, in the spirit of giving and appreciation. We often have  enquiries from business clients, as to how they should classify gifts […]
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How much work is an SMSF?
How much work is an SMSF? The number one enquiry I deal with in our Private Wealth area on a daily basis from new potential clients is; “How much work is an SMSF going to be for me?” With the ATO rules changing towards borrowing arrangements inside superannuation, investors becoming more educated, the media highlighting constantly the benefits and pitfalls along […]
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Business Owners – Can I give a Christmas gift to my clients?
Business Owners – Can I give a Christmas gift to my clients? At this time of the year it is common to provide gifts to existing clients and customers as an act of goodwill and as a thank you for their custom and support of your business. As the gift is an expense to your business it is generally considered to be a tax deduction. The ATO […]
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