Month: February 2020

The economy: learn the basics in 5 minutes

What is the ASX? ASX stands for Australian Securities Exchange (not stock exchange like many people think). How does it work? The ASX provides a market for people to buy and sell shares in the companies listed on it. If …

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Will I pay Capital gains Tax on my Inheritance?

In Australia, special capital gains tax rules apply when dealing with assets of a deceased estate. The most common types of assets inherited by a beneficiary that could be subject to a capital gain are property, shares and managed funds. …

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Time to consider green investing?

In the wake of recent ferocious bushfires, the climate change debate has climbed the news agenda, with many Australians now considering what they can do to help. If you’d like your money to make a difference to the environment as …

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Making sense of Medicare and your tax obligations

To help pay for the public health system which we call Medicare, you’re required to pay a 2 percent Medicare levy as part of your income tax. While the low-income tax offset can reduce your individual tax liability, sadly it …

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Is $1 million enough to retire on?

Everyone who’s approaching retirement wants to know how much money they need to save – how much is enough to leave work confidently and then live comfortably? Lately, we’ve been seeing $1 million dollars bandied around as the magic number …

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How to review your SMSF investment strategy

Super law sets out some requirements that trustees of regulated super funds need to consider when formulating an investment strategy. These requirements include (but not limited to) the composition of investments, risk and return, liquidity, insurance and the ability to …

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How to overcome a financial setback

When considering the financial position they’ve achieved in retirement, many Australian retirees share the same opinion: “I wish I’d saved more.” For some people, keeping up with day-to-day living expenses and staying on top of debts is challenging enough, and …

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Market and Economic overview

Australia Headline inflation rose slightly more than expected in the December quarter. Prices rose 0.7% over the three-month period, the fastest quarterly increase in three years. This took the annual inflation rate to 1.8%. The increase was partly due to …

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Coronavirus and Investors: keep watch, keep calm

Following a very strong start to the year for the markets, the latest flu outbreak has triggered some selling. Given the uncertain nature of the outcome of a flu virus, it can attract concerning headlines. The Coronavirus is slowly jumping …

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