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Ethics and the absence of greed

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry Interim Report declared ‘greed’ was the primary motivator for bad behaviour in the banking industry. “Banks and all financial services entities recognised that they sold services and products. Selling became their focus of attention. Too often it became the sole focus of [...]

Ethical & sustainable investment tips

Investors in Australia and around the world are increasingly aware of how certain business practices may affect the environment and how those practices may impact on future generations. As a result, many individuals and institutions are asking how they can align their investment decisions with their views on sustainable development, which the United Nations describes [...]

Why it’s best to plan for unexpected events – SMSFs

Have you considered what you will do if an unexpected event occurs? Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member. It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving [...]

By |2018-08-06T15:42:46+00:00August 6th, 2018|Categories: Blog, Featured, Financial Advice, SMSF|Tags: , , |

June 30 Tax Tips 2018

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 2018

With the end of the financial year fast approaching, now is the perfect time to ensure your superannuation strategies are in place before 30 June. 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 [...]