Private Clients

Insights into better people performance 8th December 2017

All business owners will tell you that the absolute key to their business is people. But Jim Collins, the best selling author of ‘Good to Great’ made the distinction that it is not your people but the ‘right people’ that drive performance in the business....

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Jack Cowin's 13 instructions for life 4th December 2017

He became an insurance salesman with London Life for four years in Toronto before deciding to visit Australia to assess some business opportunities. Seeing long queues at a Chinese takeaway restaurant while vacationing in Sydney, he became convinced that fast food would sell well....

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Kelly+Partners Wealth Philosophy 30th November 2017

Our ideas about money and ability to build wealth are most profoundly influenced by the people who raised us. These people passed on their understanding of what money is all about....

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Almost $18 billion of super waiting to be claimed. Is it yours? 28th September 2017

The ATO today announced its latest figures on lost and unclaimed superannuation accounts....

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Super Reforms: The Transfer Balance Cap and Death Benefit Pensions 3rd July 2017

In February 2017, the ATO released Draft Law Companion Guideline LCG 2017/D3. This Draft Guideline deals with the treatment of superannuation death benefit income streams under the $1.6 million pension transfer balance cap from 1 July 2017....

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Know Your SMSF Annual Obligations 3rd July 2017

You have a number of obligations as an SMSF trustee, and harsh penalties may apply if you fail to meet them. Here's a checklist of important areas you'll need to take into account each year...

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TaxTime 2017: Let's Get Ready 3rd July 2017

There are many ways to defer income, maximise deductions and take advantage of other tax planning initiatives to manage your taxable income....

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ATO Update On Super Reform 20th April 2017

On the 22nd March, the ATO published three guidance notes, each explaining the change, what actions need to be done before 30 June 2017 and after 1 July 2017 and also practical examples how the changes will apply....

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New generation of SMSF investors likely to disrupt the industry 6th April 2017

The CommBank SMSF Report, released today, shows a new generation of SMSF investors is breaking the stereotype of the experienced and financially confident professional or entrepreneur who makes their own investment decisions. The research identifies four types of SMSF investors, each with their own distinct motives and decision-making preferences: Outsourcer, Coach Seeker, Self-Directed Investor and Controller....

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Proposed changes to superannuation reform legislation 5th April 2017

LRBAs to count towards members total superannuation balance and transfer balance cap....

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