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May 16, 2019

Who should consider Responsible and Ethical investing? Anyone interested in generating solid investment returns may wish to consider Environmental, Social and Governance (ESG) investing as part of their portfolio. We find that younger people are very engaged in discussions on the topic, which is fantastic to see. As advisers we don’t often see younger clients…

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ATO identifies SMSF contravention red flags

The ATO has identified certain red flags and problem areas with SMSFs that will attract its attention, ahead of tax time 2019.

High-risk LRBAs, TBAR on the ATO’s radar this year

LRBA – Limited recourse borrowing arrangements

TBAR – Transfer balance account reporting

Investors brace for Brexit – deal or no deal

When people in the UK woke up on 24 June 2016 to the news that the country had voted to leave the EU (or “Brexit” as it is now commonly known), little did they know that 2.5 years later, the future of the UK’s relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?

Tax and estate planning traps flagged with pension restructures

While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.

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