by Scott | May 15, 2013 | News
Last night the Federal Treasurer, Wayne Swan described his sixth Federal Budget as a ‘sensible, calm and responsible approach that puts jobs first’. The 2013/14 Federal Budget will be not be the most memorable. However, there are $43 billion worth of...
by Scott | Apr 5, 2013 | News
The Federal Government has today announced changes to superannuation which have been speculated over the last few weeks. A tax exemption on superannuation earnings supporting pensions and annuities will be capped at $100,000, and anything above that level taxed at a...
by Scott | Apr 3, 2013 | News
This quarter the ‘Cyprian Crisis’ has been the next concern to emerge in the global economy and has caused some minimal downside in the markets however they are still tracking ahead and the market closed end of March just below 5000 points at 4979 and the...
by Scott | Dec 6, 2012 | News
This time of year the analysts are busy preparing estimates and outlooks for the year ahead. We have reviewed and taken some points from the various research houses and analysts at Goldman Sachs, Evans and Partners and Lonsec Research. Growth has been slowing in the...
by Scott | Nov 20, 2012 | News
What is an SMSF limited recourse borrowing arrangement? An SMSF limited recourse borrowing arrangement typically involves an SMSF taking out a loan from a third party lender or from a related party, such as a member of the fund. The SMSF then uses the loan, together...
by Scott | Nov 20, 2012 | News
There are a number of changes that have been made to superannuation rules which place additional requirements on SMSF trustees that Self Managed Super Fund clients should be aware of. The changes include regular reviews of investment strategies, insurance, separation...