Keep up to date with the latest issues regarding financial markets and the economy.
Oliver's Insights contains a regular update from Dr Shane Oliver, Head of Investment Strategy and Chief Economist for AMP Capital Investors.
Budget'09 Strategies and End of Financial Year
On 12 May the Federal Government released its 2009 Budget with a focus on nation building primarily through infrastructure expenditure. Tax revenue is down and the debt blowout is massive – resulting in some tough (well…toughish) measures being introduced.
From a financial planning perspective, the impact of the Budget is not as great as those we have seen in the last few years. Never-the-less, we’ve put together five strategy articles that focus on the more important of the financial planning issues.
It is really important that you get your superannuation contributions strategy right over the next 30 days, so don’t miss the article on contribution cap changes!
Remember, if you have any questions or concerns please contact us anytime.
The Team @ Bentham FINANCIAL GROUP
Advice | Superannuation | Retirement | Investment | Insurance
2008 National Winner | Business & Advice Awards | Advice Award
2007 National Winner | Financial Planning Association Award - Pre-Retirement Planning
2007 National Winner | Financial Planning Innovation & Excellence Award
The government has halved the total you can put into super from salary sacrifice and your employer. If you are self employed, the total amount of contributions you can claim as a tax deduction has been halved. That means paying more tax...
Earlier this year the Government was convinced that making retirees draw 4% plus from their hard earned savings in such a negative investment market was a bit tough. As a result the decision was made to reduce this requirement by half. Read on for what's happening next financial year?
Do you remember that for those earning up to $60,342 pa, you get a free $1.50 from the government when you put $1of your own money into super?…that 150% guaranteed return is a great deal in anyone’s book.
The Pension Bonus Scheme (PBS) is a tax-free lump sum bonus for people who work past age pension age (generally past age 65) and defer claiming the Age Pension...but it's going!