News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Coronavirus COVID-19 is here. What does it mean for investors?

The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:

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Many investors are guilty of committing these 3 investment mistakes

We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go..

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Thinking of developing a property? Unexpected costs & how to avoid them

If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.

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Important update on discretionary trusts

The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not. 

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Super Guarantee Amnesty Resurrected

The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by harsh..

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Tax warning on overseas income

Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.

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What would happen if…

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst - it’s all a bit morbid and time consuming.

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Business tax planning for 2018-19

With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.

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When dividends are not enough: Where to invest for higher yield

Investing for total return, not just dividends, is the way forward for retirees.

It's a quandary every retiree faces: how to get a higher yield without taking on too much risk. Interest rates are in the doldrums and unlikely to budge any time..

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What money habits lead to success? - how to save money

What are the traits, behaviours and attitudes that lead to success?

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