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On 1 July 2019 your Life Insurance cover may be lost!

In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise. It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance. This may be [...]

June 30 Tax Tips 2019

BUSINESS TIPS. Business Income and Expenses. Consider strategies to defer income until after 30 June, or bring expenses forward into June, especially if you expect lower income for next year. Ensure that your tax deductions are allowable Bad debts must be written off before 30 June Super contributions must be paid before 30 June and [...]

June 30 Superannuation Tips 2019

With June 30 approaching, now is the perfect time to ensure your superannuation strategies are up to date. Contribution caps. Before the end of the financial year you should: Review if you have any income available to contribute to your fund; and Review your total contributions to ensure they are below the caps. Non-concessional (after [...]

2019 Energy Discounts & Rebates.

Households and businesses can access discounts & rebates in 2019 via the NSW Government's energy efficiency program: FOR HOUSEHOLDS These links provide offers to improve energy efficiency in your home. By accessing rebates and discounts you can cut back on your energy use, save on power bills and help the environment. These programs are available to [...]

Implications for investors during elections

With Australia in the midst of another general election campaign and facing the prospect of a change of government, investors may ask what implications the political cycle has for financial markets and for their own portfolios. This article, by Jim Parker of Dimensional Fund Advisors, cuts through the noise of media opinion pieces and [...]