For many people, the idea of managing and investing your own retirement savings is very appealing.

But there is debate over whether running your own self-managed super fund (SMSF) is cost effective. So, what are the arguments for and against having your own fund?

It’s been a year of change like no other and that extends to tax and superannuation. As the end of the financial year approaches, now is a good time to check some new and not so new ways to reduce tax and boost your savings.

Stay up to date with what's happened in Australian and global markets over the past month.

Our June update video takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020.

Stay up to date with what's happened in Australian and global markets over the past month.

Our May update video takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020.

Stay up to date with what's happened in Australian and global markets over the past month.

Our April update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020.

With the end of March fast approaching, so too is the end of the FBT year which runs from 1 April 2020 to 31 March 2021. While FBT returns do not need to be lodged until 21 May 2021, for many businesses, now is the time to start getting organised in relation to employee contributions for benefits, as well as record-keeping and employee declarations required.

As we move to a post-COVID world where borders, both domestic and international, start to open back up, the issue of deductibility of certain business travel expenses are again back on the agenda. The ATO has gotten on the front foot by recently issuing a draft ruling and associated draft compliance guidelines which explains the circumstances under which these expenses would be deductible.

Stay up to date with what's happened in Australian and global markets over the past month.  

Our March update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020.19 induced recession of 2020. Please get in touch if you’d like assistance with your personal financial situation.

Stay up to date with what's happened in Australian and global markets over the past month.  

Our February update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020. Please get in touch if you’d like assistance with your personal financial situation.