Trusts and the new super tax rules

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement. Unsurprisingly, this has sparked a renewed interest in an old favourite – trusts. Trusts have always been popular in Australia, with the … Read more

How to boost your super with a lump sum

If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splurge, finding the best place to invest a lump sum is all about the effect on your tax bill and how soon … Read more

Market movements & review video – August 2023

While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow. As a result, the markets are beginning to breathe a sigh of relief. The ASX rallied to close the month on a positive note due to a combination of stronger than expected … Read more