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Financial Planning, Superannuation
Tax Planning: Maximizing Benefits Through Carry Forward Contributions
In the realm of tax planning, a deep understanding of superannuation contribution rules, such as the carry forward contributions rule, can lead to significant financial benefits. This rule is an effective strategy that enables individuals to increase their super balance while reducing their taxable income by leveraging unused concessional caps from previous years. It’s important […]
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Financial Planning, Investing
Four share market volatility indicators to watch
While there’s no share market crystal ball, these real-time volatility indexes provide a gauge on investor sentiment about the future. Daily fluctuations in individual share prices are totally normal, but when share markets as a whole become more volatile it can be quite unsettling for many investors. It should come as no surprise that there […]
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Financial Planning, Retirement Planning
Closing the retirement advice gap
The number of retired Australians is set to surge, and so will demand for retirement advice. Regardless of where you are on life’s journey, good advice is always valuable. Whether it’s buying your first car, your first house or preparing for retirement – getting advice can help validate your plans or steer you around pitfalls […]
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Financial Planning
The Next Bet on Interest Rates
The Reserve Bank has stated it has a low tolerance for a slower return of inflation to its target band. Interest rate movements are difficult to predict. The Reserve Bank (RBA) board will meet again on Tuesday 7 November to determine its next rates move – once again on the same day millions of Australians […]
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Financial Planning, Superannuation
The Valuation Conundrum: Valuing Unlisted Assets in Australian Superannuation Funds
Unlisted assets have played an increasingly important role amongst industry super funds. As of June 2023, the average proportion invested by industry superannuation funds in unlisted assets was 16.4%, with approximately 4.8% allocated to both unlisted equity and direct property and 6.7% to unlisted infrastructure. In comparison, Australia’s largest superannuation fund, Australian Super, currently holds […]
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Financial Planning, Retirement Planning
Three Behavioural Factors that can affect Retirement Spending
Most Australians work hard to build up their nest egg but many are hesitant to spend it when they retire. You’ve worked hard to build your retirement nest egg and now the time has come or is approaching for you to begin the “decumulation phase”—taking withdrawals in retirement to live off your accumulated assets. This […]
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