Budget breakdown – Federal Government Analysis

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• ATO warns trustees about increasing crypto scams
• Aged care report goes to the heart of Australia’s tax debate
• Removed super no longer protected from creditors: court
• ATO investigating 16.5k SMSFs over valuation compliance
• The 2025 Financial Year Tax & Super Changes You Need to Know!
• Investment and economic outlook, March 2024
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• Trustee decisions are at their own discretion: expert
• Regular reviews and safekeeping of documents vital: expert
• Latest stats back up research into SMSF longevity and returns: educator
• Investment and economic outlook, February 2024
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• Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
• Quarterly reporting regime means communication now paramount: expert
• Plan now to take advantage of 5-year carry forward rule: expert
• Why investors are firmly focused on interest rates
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• Investment and economic outlook, January 2024
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• Millions of Australians lose by leaving savings in default MySuper funds
• Vanguard economic and market outlook for 2024: A return to sound money
• An investment year of ups and downs
• How to tame the market's skewness
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• Tips for preparing for the best tax outcomes
• Working after pension age
• Does the NALI/E punishment fit the crime?
• EPOA crucial for SMSFs, says professional adviser
• Economic and market outlook for 2024: Global summary
• Five investing tips for beginners
• Setting up the next generations of retirees
• A 2023 Advent Calendar for our clients
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• ATO takes hard line on in-house asset rules
• How to budget using the 50/30/20 method
• SMSFA says proposed super legislation will hit farmers, small businesses the most
• Investment and economic outlook, October 2023
• The benefits and risks of collectable super assets
• Teaching children about the value of money
• Most powerful countries throughout time.
• Retirement is not just about dollars
• Unfair Terms in a Standard Form Contract
• Too many businesses roll the dice on tax debt: Jordan
• Revised NALE rules ‘miss chance to clarify SMSF bugbear
• 6 simple rules will ensure a deed can be executed in all states
• Our investment and economic outlook, September 2023
• The benefits and risks of collectable super assets
• High deposit rates, but the case for equities is strong
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• Single-asset segregation barred
• Intergenerational Report 2023
• Transferring wealth to the next generation
• Investment and economic outlook, August 2023
• Managing complex relationships in SMSFs comes down to well-crafted deeds
• Last chance for $25,000 super deduction
• Super gender divide to remain a challenge
• Oldest Buildings in the World
• Advice-Related Complaints Low Despite Huge Rise In General
• From purchase to lease, SMSF property documentation is essential
• Taxing unrealised capital gains a grave concern: Burgess
• Protect your business from cyber threats.
• Our investment and economic outlook, July 2023
• Understanding the role of custodians
• Returns rebound in 2022-23
• The top mode of transport in the world
• Tax alert warning could catch more in the ATO web
• Five questions that indicate how financially literate you are.
• Preparing for EOFY tax scams with business and cyber resilience
• High interest and inflation can pay dividends for SMSFs
• Australians need a retirement confidence boost
• The “secret” to financial freedom? Persist while others quit
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• More Australians are unlocking home equity to fund retirement
• Australians Seek Financial Independence – Report
• Summary of Superannuation Issues and Recent Changes
• Legislation changes give market-linked pensions better outcome
• Inflation drives the cost of retirement to a record high
• Banking on the Age Pension
• The keys to high retirement confidence
• The strong link between advice and retirement confidence
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• Unintended consequences of work test changes to be rectified
• Banks launch scam awareness campaign
• ATO warns of rise in SMSF identity fraud and investment scams
• The importance of SMSF succession planning
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• Our investment and economic forecasts, April 2023
• 2023 Federal Budget: Stronger foundations for a better future
• Australian retirees face accelerating price pressures
• Protect your business from cyber threats.
• Devil in the detail on super changes
• More women take up SMSF as others look for advice
• More SMSF members accessing funds without meeting conditions: ATO
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• Weighing up cash deposits
• Bank closures, market volatility call for perspective
• China’s economic rebound lowers the odds of a global recession
• No plans to extend NALI compliance relief, says ATO
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• Comparison: How Long It Takes To Decompose?
• Contribution caps to stay the same for 2023–24 year
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• Draft super objective to ‘protect super from interference’
• Beating back inflation, but at what cost?
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• TBC set for double indexation from 1 July
• ATO issues fresh warning on illegal early access schemes
• When to be proactive about your portfolio
• Digital advice firm optimistic QAR will ‘reset financial advice’
• 2022 by the numbers
• ATO raises alarm on asset protection scheme for SMSFs
• Downsizer age reduction now in force
• SMSFs cautioned on ‘strict conditions’ with SMSF lending
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• Auditor flags surprising traps with e-signatures and SMSFs
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• ASIC consulting on changes to SMSF advice guidance
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• 2020 is coming to an end. Phew!!
• ATO flags key deadlines for early release of super
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• JobKeeper extension – changes implemented
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• September update of latest COVID-19 initiatives.
• Update of Superannuation contribution rules from July 1, 2020.
• More than $31bn paid under early super release
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• SMSFs urged to act on compliance issues ahead of tougher penalties
• A beginner's investment guide to long-term wealth
• ATO confirms important issue on pension payments
• How SMSF trustees navigated COVID-19 volatility
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• Estate planning and investments
• Pandemic spurs a rise in investment scams
• Early release of Super extended to Dec 31
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• The Bond Market.
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• 'But how will we pay for this?'
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• Extra Tools & Resources for our clients.
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• How early super withdrawals add up
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• Our Website, your resources
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• SMSFs in the ATO firing line
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• Data so large it's hard to comprehend.
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• Historic $130bn wage subsidy to cover 6 million workers
• Stage 2 – Covid-19 stimulus package.
• Covid-19 Update - Small Business
• PM launches $17.6 billion virus stimulus plan
• What 2020 holds for low cost funds
• Non-concessional contributions breaches on ATO radar
• Expected GDP by country 2010 to 2100
• Investing with small amounts
• A resource hub for our clients.
• New laws mean 65-year-olds should hold off on large contributions
• Understanding the dangers with downsizing and super
• Statistical picture of Australia - Update
• Advice for my twenty-something self
• Beware: Penalties and pitfalls of the early release of super.
• Real Time World Population Growth - Wow!!
• A challenge for China and investors
• Property deduction errors down to ‘lack of understanding’: ATO
• Start 2020 with a best snapshot of Australia.
• Total return investing
• Retirement trap hurting saving Aussies
• ATO outlines tax relief for bushfire victims
• Catch-up concessional contributions – strategies and practicalities
• Nearing retirement? 7 steps to take before you leave work
• 2020 audits to focus on investment strategy
• Australia - latest facts and figures
• ‘Visible, valued and owned’: ATO outlines super priorities for new year
• A 20-year investment growth story
• Retire on your own terms and not the market's
• Our Advent calendar for 2019
• The economic and investment outlook for 2020
• You'll be the life of the party when armed with this information!
• Review queries retirement system understanding
• Retirement planning in 15 minutes a day
• Eggs, baskets and diversified SMSF investment strategies
• New opportunities for employees to claim additional superannuation
• ATO provides further trustee instructions on myGovID
• The main benefits of professional financial help.
• Downsizer contributions offer more than meets the eye
• 6 new financial videos
• All Australia's vital statistics - October 2019
• Does your mind help or hinder your investment success?
• Four key principles that help achieve portfolio success
• Traversing a synchronised economic slowdown
• A positive pension change with a cash rate twist
• Shares to remain volatile as trade war heats up
• NALI, LRBA measures pass Parliament
• Interest rising in SMSF set-up
• Choosing your investment strategy
• ATO letters indicate a wider SMSF warning
• Australia by the numbers - September 2019
• ATO opens applications for SG exemption
• SMSFs attract younger members
• Heed restrictions on downsizer contributions
• Access to more resources and tools than most websites.
• Valuations key to avoiding NALI restrictions
• SMSF advice appetite strong, says ASIC
• For a smoother path to investment success, diversify
• How's Australia doing statistically?
• LRBA changes mostly affect Melbourne, Sydney retirees
• Lessons from the 2019 Index Chart
• The global economy at midyear: How our views have changed
• The biggest global corporations since 1998
• ‘Retrospective’ LRBA measures tipped to cause headaches
• Downsizer Super Contribution
• Keep track of how Australia is really ticking over.
• Insights from the 2019 Vanguard / Investment Trends SMSF survey
• What falling interest rates mean for investors
• ATO releases ‘welcome guidance’ on death benefit income streams
• Super growth reducing age pension drawdown
• Big four firm outlines new financial year checklist for SMSFs
• Asset allocation as you age
• Australia - the story goes on.
• Consolidate your super and save
• Critical documentation steps flagged with switching SMSF loans
• Good investment habits versus damaging biases
• Control considerations flagged with death benefit pensions for children
• Interest rate for SMSF loans set to rise under safe harbour terms
• Recession on our mind
• What it will take to close the super gap between men and women
• Australia - How are we going as 2018-19 ends?
• LRBAs, guarantees in need of review after property market falls
• Average age for establishing SMSFs sitting at 48.9: Report
• ATO updates valuation guidelines for pension reporting
• ATO figures show jump in starting balances for SMSFs
• Your personal financial register
• Australia’s $4bn Super blackhole impacting self-employed most
• The proper help can be a benefit - age pension
• SMSFs on ATO’s radar in cryptocurrency review
• Limited recourse borrowing arrangements - LRBAs
• What a financial planner does to help.
• Goodbye to ad-hoc portfolios
• Wanted: More voluntary super contributions
• Australia by the numbers – May Update
• Federal Budget 2019 - Overview
• How the 2019 Federal Budget affects you
• The problem with getting to 53 years of age.
• Paying for health care in retirement
• Personal super contributions and the 10% test
• What investors can expect as key moves affecting markets await
• ATO flags PAYG obligations for SMSFs with legacy pensions
• Don't just plan for retirement; Plan for your life
• Consumers misunderstand types of advice
• Budget Time - How's Australia going?
• When super isn't compulsory
• Investors brace for Brexit - deal or no deal
• ATO identifies SMSF contravention red flags
• Extra website resources and tools is one way we offer you and your family more.
• Tax and estate planning traps flagged with pension restructures
• A checklist for a healthy financial year
• High-risk LRBAs, TBAR on the ATO’s radar this year
• All you need to know about how Australia is going.
• Royal Commission report makes super fee recommendations
• Four tips for boosting your super balance
• New Year resolutions, New Year strategies
• Part 4 - The major benefit of ‘behavioural coaching'
• 3 tips for weathering the market's bumpy ride
• Common BDBN ‘pitfalls’ flagged in wake of ASIC action
• Case law points to ‘growing importance’ of SMSF document chain
• How Australia is performing.