We thought it timely to add some internal Peak Investment Committee commentary around the Wealth Market Update for the June 2022 quarter. Our Investment Committee meets monthly to receive written and verbal updates from fund manager …
With the 2021-2022 tax season about to kick into full swing, the Australian Taxation Office (ATO) has revealed its four main areas of focus for this year. And as cost-of-living pressures start to bite into taxpayers' budgets, the AT …
There are important changes to superannuation – effective from 01 July 2022 – that will have implications for employers, their payroll management and (potentially) their cash flow. The two key changes, announced as part of last year …
As part of last year's Federal Budget handed down on 11 May 2021, the Australian Government announced it will remove the $450 per month earnings threshold for employees to receive superannuation guarantee contributions from their e …
Businesses will have another year to utilise the temporary full expensing of depreciating assets measure after it was extended to end on 30 June 2023. The measure was originally introduced in 2020 to encourage business investment in …
As we kick off 2022, now is an ideal opportunity for you to review your financial position to set yourself up for the year ahead. To help you get started, we’ve put together a short 10-point checklist of financial things to think ab …
From 01 November 2021, employers will need to determine if a new employee has a “stapled” superannuation fund and request these details from the ATO in the event that the new employee has not chosen a super fund. A stapled super fun …
From 01 November 2021, ‘fund stapling’, as legislated by the Federal Government, comes into effect. So, what is ‘fund stapling’ and what does this mean for you? …
On 01 April 2020, the Australian Prudential Regulation Authority (APRA) began making changes to the Income Protection (IP) insurance landscape, with Agreed Value policies no longer available as new policies. Further changes will com …
The end of the financial year is an important time to consider a number of tax planning initiatives to help minimise your tax liability and increase any potential refund. Timing is a traditional hallmark of tax planning, so keep in …