In this edition of Oliver's insights, AMP Capital's Dr. Shane Oliver discusses the recent pull back in share markets.
In this edition of Oliver's insights, AMP Capital's Dr. Shane Oliver discusses the recent pull back in share markets.
In this edition of Wealth News, the newsletter exclusively for AGS clients, we ask the question: " Super - how much is enough?".
If you have a Family Trust (also known as a Discretionary Trust) YOU NEED TO READ THIS!
From the 2011/12 financial year, Trustees who distribute the income of a Trust through a resolution to beneficiaries must do so BEFORE the end of the financial year (June 30) for the resolution to be effective in determining who is to be assessed on the Trust's income.
Debt optimisation (sometimes referred to as “Debt Recycling”) is a financial strategy which creates wealth over time and improves an individual’s debt structure. Achieved, in the majority of cases by:
• Using all surplus income to reduce the home loan (non-tax deductible “bad debt”);
• Creating or increasing investment debt (tax deductible “good debt”) by drawing against equity in the home; and
• Using this borrowed money to build an investment portfolio.
The following report (click here) summarises the Federal Budget released on 13th May 2014 by Treasurer Joe Hockey.
There were a variety of measures, across superannuation, taxation and social security which may affect you.
With the end of the financial year fast approaching, we’d like to remind you about some potential opportunities for super contributions. There are a number of strategies that may be of benefit in the lead up to 30 June:
In this edition of Wealth News, the newsletter exclusively for AGS Personal clients, we offer tips for a happy and healthy retirement.
Figures from the ATO and APRA have again highlighted the growth of Self Managed Super Funds (SMSF) within the Australian superannuation system, with a record 509,362 funds as at 30 June 2013 (up 7% for 12 months).
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