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With an estimated 80% of the Australian population donating to charity each year, we are clearly a nation of givers. Surprisingly, though, many people forget to include their donations as deductions at tax time.
Here are some guidelines about what consider when donating and making claims, and what you need to include as evidence to help us prepare your tax return.
Read MoreA diversified Alternative Beta program is a mix of simple, well justified strategies, seeking to deliver persistent excess returns with scalable capacity, while exhibiting low correlation to traditional equity and fixed income benchmarks.
Read MoreA sound financial house is important throughout all periods of life, however there are certain defining moments that call for a check in and potential re-evaluation with a Financial Adviser.
Read MoreRetirees who propose to withdraw more than the minimum annual pension from their self-managed superannuation funds have been warned that not implementing this strategy correctly could see them waste valuable tax-saving opportunities.
Read MoreThe festive season is on its way and so is the ATO’s end of year closure. So if you haven’t provided the relevant information to your tax adviser for tax returns and activity statements, now is the time to do it so that we can lodge your return.
Read MoreYou wouldn’t hand over your money to just anyone.
Of course not! The truth is though, sometimes scammers can seem legit and know just what to say and show you to break down your barriers.
Parents with adult children still living at home have the best of intentions to help their kids get ahead, but they might be putting their own financial futures at risk.
Read MoreHaving your children involved in managing their finances and being responsible for the decisions they may make (both legally as well as personally) is a great way to make them more accountable for their saving and investment decisions. And if they can do that in the safety of an SMSF environment where they have you as co-trustees, hopefully the disciplines can also spread to their other financial decisions outside of the SMSF environment.
Read MoreSpring's latest financial market update on both local and international markets, from overseas tensions to the RBA cash rate.
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