Category: General Insights

General Insights

A beginner’s investment guide to long-term wealth

 

It's often said that starting out early on one's investing journey will deliver good long-term results.

 

General Insights

ATO confirms important issue on pension payments

 

The ATO has confirmed only payments made to a member after 24 March in excess of the reduced minimum pension can be treated as a lump sum, even where a valid election was previously in place, says the SMSF Association.

 

General Insights

How SMSF trustees navigated COVID-19 volatility

 

Last week, Vanguard and Investment Trends launched the 2020 SMSF Investor Report. This year's report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook, providing an insight into how trustees navigated through COVID-19 volatility.

General Insights Investment

Pandemic spurs a rise in investment scams

In the current low interest rate environment, an investment product offering low-risk, high returns may sound very tempting.

 

Covid-19 Help General Insights

COVID-19 resources: Update July 2020

 

Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic.  If you have any questions, or require further assistance, please send us an email or phone.

 

General Insights

JobKeeper Phase 2

 

The Government has decided to extend a lower JobKeeper for a further six months (13 fortnights) from 28 September this year, with eligibility based on actual rather than projected turnover declines.

 

General Insights

Important Single Touch Payroll Update

Single Touch Payroll (STP) and Annual PAYG Payment Summaries – a reminder to both employers and employees.

Economics General Insights

The economic hangover of COVID-19: how long will it last?

As the Australian economy begins to emerge from hibernation, the question of what the recovery will look like – and how long it will take – is being hotly debated….

Financial Planning General Insights

‘But how will we pay for this?’

 

It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.

 

Covid-19 Help General Insights

Protect yourself from COVID-19 related scams

Aside from the shutdowns, job losses and restrictions, there’s been another worrying element to the COVID-19 (coronavirus) pandemic – scammers are zeroing in on the changes to our financial interactions…

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.