Don't lose your life insurance in super!

Posted on 11 June 2019
Don't lose your life insurance in super! You may have recently received a letter from your super fund, suggesting that your insurance may be cancelled. This is a result of new Federal legislation passed earlier this year. The objective of this legislation is to ensure that people are not paying for insurance that they do not need. The assumption is that people who are no longer contributing to a super fund, most likely also no longer need the insurance available through these funds...
Posted in: Life insurance Superannuation Rhodes Docherty  

After the election: Tax changes on the way

Posted on 29 May 2019
With the uncertainty of the federal election now out of the way, we can look forward to some significant reforms to Australia's existing tax system. The Morrison Government went into the election with a comprehensive suite of tax proposals and these are now likely to pass swiftly through Parliament, as the Opposition has indicated it will support the legislation. So just what are the changes we are likely to see when it comes to both our personal tax and the taxes that apply to sm...
Posted in: Federal Election investments Rhodes Docherty Taxation  

Tax changes ahead as Federal Election looms

Posted on 8 May 2019
What could change for taxpayers after the Federal Election? With the Federal election only weeks away, both major parties have set out their plans for taxation of superannuation, especially as it relates to SMSFs.  There are also new taxation plans for individuals and trusts.  But it can be hard to wade through all the policy speeches and interviews, so here is a quick summary of the current law and the possible changes to come after the election: Comparison of policy...
Posted in: Franking credits Federal Election investments Rhodes Docherty Taxation  

February 2019 Economic Update

Posted on 13 March 2019
February 2019 Review - Markets continue strong recovery
The share market recovery experienced in January picked up further pace in February with leading indices across the globe recording solid gains. Some of the notable developments for the month included: Positive sentiment stemming from the hope of a trade agreement between the US and China Global bond yields remained steady, while Australian yields fell The benign outlook for interest rates supported listed i...
Posted in: investments Share markets Global outlook Rhodes Docherty  

Investment implications of franking credit changes

Posted on 6 March 2019
Investment Implications of franking credit changes. The proposed changes announced by the Federal Opposition to the way franking credits operate will have significant implications for some investors; but will have little to no impact for the majority of investors. Under the existing framework, franking credits exist to ensure that the dividends paid by companies to shareholders are effectively taxed at the marginal rate of the shareholder. As such, credits are passed through to the...
Posted in: Franking credits Federal Election investments Share markets Rhodes Docherty  
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Don't lose your life insurance in super!

Jun 11 2019
Don't lose your life insurance in super! You may have recently received a le...

After the election: Tax changes on the way

May 29 2019
With the uncertainty of the federal election now out of the way, we can look forward to...

Tax changes ahead as Federal Election looms

May 08 2019
What could change for taxpayers after the Federal Election? With the Federal ele...
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