by orange_office | Jul 26, 2023 | Weekly Updates
In April this column wrote about doubts over the accuracy of the valuations of some super fund investments, and so members accounts. Back then the Australian Prudential Regulatory Authority (APRA) had concerns that some funds may be overvaluing their unlisted assets...
by orange_office | Jul 19, 2023 | Weekly Updates
A salary sacrifice plan to save tax and boost super benefits can be started at any time, but the beginning of a new financial year is best. That gives a benefit for the whole year. If a person sacrifices $100 per week of salary, over $5,000 extra is contributed....
by orange_office | Jul 11, 2023 | Weekly Updates
The figures for 2022-23 are in. Most investment returns for the last financial year look surprisingly good. The average return on a typical diversified portfolio was 9.4 per cent according to investment research firm Lonsec. That is for a mix of 70 per cent growth...
by orange_office | Jul 5, 2023 | Weekly Updates
Although there are no significant changes to superannuation rules as we enter this new financial year some of the limits have been indexed up due to inflation and the employer Super Guarantee rate is edging up as legislated several years ago. The Super Guarantee (SG),...
by orange_office | Jun 28, 2023 | Weekly Updates
Unlike most years there are no major changes to superannuation rules coming into effect from July this year. However one temporary Covid measure is being dropped meaning the rules will return to normal. The minimum payments that must be made from retirement pension...
by orange_office | Jun 21, 2023 | Weekly Updates
Inflation continues to be a central theme in Australian life. We must all find more dollars to meet the rising cost of living. The people most affected are those with variable rate loans, particularly large mortgages. Could inflation be a benefit to anyone? Is there...
