Smart Property Investment: 3 ways to reduce the amount of capital gains you will pay this tax time
This article by Cameron Micallef appeared in Smart Property Investment on 2nd June 2021 Investors who have sold financial products for a profit are being urged to use the last month of the financial year to reduce their tax liability or face a…
Make the most of Super Strategies before 30 June 2021
By Andrew Zbik In the world of Superannuation, a few key changes have taken place over the last month that will impact Superannuation strategies in the lead up to 30th June 2021 and beyond: Increase in concessional contributions cap after 1st July 2021.…
May 2021: Investment and Superannuation Update
This month we discuss: Strategies for investment portfolios given local and global share markets are pushing record highs Pending superannuation changes including an increase in the concessional and non-concessional contributions caps after 1st July 2021
April 2021: Investment and Superannuation Update
Watch our investment and superannuation update for April 2021. GENERAL ADVICE WARNING: In preparing any advice in this video, Finans Pty Ltd trading at CreationWealth has not taken into account any particular persons objectives, financial situation or needs. You should, before acting on…
Daily Telegraph: Home loan savings: Cut your costs by thousands with this trick
This article by Anthony Keane appeared in the Daily Telegraph on 9th march 2021. Record-low interest rates have created a great chance for Aussie investors to adopt a debt strategy that makes them richer faster. Recycling is all the rage as Aussies aim…
March 2021: Investment and Superannuation Update
A summary of our thoughts on what superannuation matters we are keeping an eye on and how we are managing our client portfolios.
IFA: SG FREEZE ‘A TRAGEDY’ FOR ADVICE CLIENTS
This article appeared in IFA on 25th February 2021 An adviser has hit out at the government’s apparent plans to freeze the increase in the SG, saying such plans amounted to a “secret tax” on workers’ earnings and would not assist clients to…
The Australian: Wage growth set to push important changes in superannuation into place
This article written by James Kirby appeared in The Australian on 24th February 2021 The latest wage inflation figures, which are twice as strong as the market expected, effectively put important changes in superannuation on track for later this year. Combined with stronger figures…
AdviserVoice: Don’t delay the superannuation guarantee increase
By Andre Zbik. Published on AdviserVoice on 23rd February 2021 In July 2013, Australians’ superannuation savings started getting an extra boost when the superannuation guarantee contribution (the contribution that is mandated for employers to pay on top of workers’ salaries) increased above 9%…
Don’t Delay the Superannuation Guarantee Increase
By Andrew Zbik A copy of this Blog was featured in AdviserVoice In July 2013, Australian’s Superannuation savings started getting an extra boost when the Superannuation guarantee contribution (The contribution that is mandated for employers to pay on top of worker’s salaries) increased…