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November Edition 2018

November Edition 2018

In this month’s edition, our tech team distinguish the super splitting laws between married couples and de facto couples in Western Australia. The month of November is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months “Frankly Speaking” section.

October Edition 2018

October Edition 2018

In this month’s edition, our tech team enforce the importance of estate planning and having Wills in place to ensure individuals and their families are prepared for the unexpected. The month of October is reviewed in Morningstar’s Australian Economic Update and two topics of interest are discussed in this months “Frankly Speaking” section.

September Edition 2018

September Edition 2018

In this month’s edition, our tech team reveal the number of factors to be considered to ensure that a self-managed superannuation fund meets the residency conditions. The month of September is reviewed in Morningstar’s Australian Economic Update and two topics of interest are discussed in this months “Frankly Speaking” section.

August Edition 2018

August Edition 2018

In this month’s addition, we gain insight into an organisation supported by the Euroz Charitable Foundation, called “The Fathering Project”. Bill Shorten’s threat to abolish the refund of excess franking credits for Self-Managed Super Fund members is reviewed, and our Tech team give a rundown on the eligibility to make non-concessional contributions (NCCs). The month of August is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months “Frankly Speaking” section.

July Edition 2018

July Edition 2018

In this month’s addition our Tech team provides a breakdown of the catch-up concessional contributions for the 18/19 Financial Year and the concept of ‘Value Investing’ is explained. The month of July is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months ‘Frankly speaking’ section.

June Edition 2018

June Edition 2018

In this month’s addition the First Home Super Saver (FHSS) scheme that will come into effect from 1 July 2018 is brought into light. The month of June is reviewed in Morningstar’s Australian Economic Update and three topics of interest are discussed in this months ‘Frankly speaking’ section.