ADVICE TO HELP YOU GET AHEAD
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$3m super tax likely to progress ‘warts and all’, IPA warns
The government looks set to press ahead with the $3 million super tax design as planned despite the profession raising major concerns.
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$3m super tax still likely to be implemented in 2025 despite delays
The government would most likely still proceed with its plan to implement the Better Targeted Superannuation Concessions Bill in July 2025 despite the delay in the controversial legislation passing through parliament.
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Education
2023 Vanguard Index Chart: The real value of time
Why the best chance of investment success is all about time, not timing.
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Education
2024-25 Australia Federal Budget Announcement
The Federal Treasurer, Dr Jim Chalmers handed down his third Federal Budget at 7:30PM (AEST) on 14 May 2024.
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Newsletter
4 Smart Ways to Check in with Your Finances Mid-Year
As the year reaches its midpoint, it’s a great time to review and realign your finances. Key steps include reviewing your budget to identify spending patterns, reassessing your financial goals to ensure they match your current life, checking your savings and emergency fund progress, and preparing for your tax return while exploring new tax strategies. This mid-year check-in helps you stay on track and make informed decisions. Need help? Your financial planner is ready to support you.
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Success Stories
5 Habits you can learn from financially secure people
Ever looked at a friend who has everything together and thought 'what's their secret?' Here are five habits you can implement to achieve financial security.
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Education
7 Simple Ways To Shield Yourself From Cybersecurity Threats
The risks to our personal finances—and our very identity—posed by cybersecurity threats were scary enough before the machines started to think for themselves. Now with the emergence of AI into our daily lives, it seems there is no better time to take another look at this issue and ask the question, “How can we best shield ourselves against cyber threats?” And who better to ask than a leading expert on the topic?
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Education
7 ways young Aussies can invest in their future
If you're a young Aussie and the pandemic made a big dent in your savings, career or wealth, don't fret: here's what you can still do about it.
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Education
A retirement plan built to last
Staying the course, and not being distracted by short-term market events, is just as important in retirement as it is at any other time.
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AccountantsIQ, SMSFA, Deakin University to help advice professionals meet looming education deadline
Two new courses are now available for advice professionals to meet the legislated requirements to remain in the Financial Adviser Register.
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Newsletter
Advisers need to understand TBAR and Minimum Pension Payments Interplay
Advisers must be alert to the link between transfer balance account reporting and minimum pension payments, warns Accurium’s Melanie Dunn. Failing to meet minimum payments can end a pension’s tax-exempt status, requiring a TBAR debit based on the 30 June market value. No earlier TBAR events need amending if the stream is restarted correctly.
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Newsletter
ASFA Fact Sheet on Div 296 and proposed changes
ASFA’s Fact Sheet explains the proposed Division 296 tax on earnings above $3 million in super accounts. It shows how the tax applies differently based on individual situations, with examples from retirees, employees, and self-employed. The sheet also highlights gender-based differences in tax for defined benefit pensions and calls for equal valuation factors for men and women.