Author: Arrowroad
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An Overview of Trusts in Australia
Estate Planning, Family Law, Financial Health, Financial Planning, Investment Strategies, Tax StrategiesAn Overview of Trusts in Australia Introduction Trusts are a fundamental element in the planning of business, investment and family financial affairs. There are many examples of how trusts figure in everyday transactions: Although trusts are common, they are often poorly understood. What is a trust? A frequently held, but erroneous view, is that a…
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March 2024 Insights: Navigating Finance & Investment
As we step into March 2024, the financial landscape continues to shift in response to global economic developments, policy changes, and emerging market trends. Whether you’re preparing for retirement, refining your investment strategies, or reviewing your estate plan, it’s essential to stay informed and adapt to the latest conditions. Below, we’ll explore several key areas…
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Take advantage of the Super 5-year concessional cap carry forward rule
Take advantage of the Super 5-year concessional cap carry forward rule Personal concessional contributions are contributions into your superannuation fund from your pre-tax income and are tax deductable. Your concessional cap is the maximum amount of before-tax contributions you can make to your super each year without penalties and includes mandatory contributions made by your…
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What could a recession mean for me?
What could a recession mean for me? More than just a buzzword thrown around by the media, a recession represents a significant decline in economic activity that can span months, even years. Think of it as the winter of the economic cycle – it can be cold, challenging, but it is not permanent. A recession…
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Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations
Separated? Divorced? New addition to the family? It’s time to review your Superannuation Death Benefit Nominations Even if you’re not wealthy, your estate plan should be regularly reviewed to ensure it considers your changing family situation (such as divorce or a new family member), financial assets and relevant legislation. A valid superannuation death benefit nomination is an important…
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Active or Index Funds: What’s the Difference?
Active or Index Funds: What’s the Difference? Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds, also known as passive funds, while the higher fees are generally associated with active funds. Over the last…
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