Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the tax advantages these structures have traditionally offered.i … Read more
Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a career change or the transition to retirement can all have a significant impact on your insurance needs. Yet insurance is often one of those financial arrangements that gets filed away and forgotten. Over time, that … Read more
It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies to predictions that entire industries will disappear, we are being bombarded with AI news, forecasts and investment themes every day. For investors, the challenge is in determining who will ultimately … Read more
Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian economy, with inflation easing more than expected last month, cooling bets of interest rate hikes in the short term. Globally, shares delivered strong gains and Australian equities reached their highest level … Read more
Stay up to date with what’s happened in the Australian economy and markets over the past month. June delivered a mixed picture for the Australian economy as the new financial year begins. Headline inflation eased, but underlying inflationary measures rose to their highest level in almost two years, reinforcing expectations that interest rates may remain higher for longer. Domestic data highlighted … Read more