Library

In our library, you will find the latest financial news, valuable insights and ideas, tips and tricks we've learnt over the years and other helpful educational pieces.

Superannuation

Rumour has it: pre-Budget super speculation

With less than a week until the Federal Budget is handed down, the media is alive with speculation as to what changes the Government will impose and, as usual, superannuation is at the forefront of the pre-Budget rumour mill.

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Is your SMSF adviser right for you?

It’s no secret that SMSFs are regulated by a complex and frequently changing set of laws and regulations making maintaining compliance and optimal operation within this legal framework an increasingly challenging task. This is why many SMSF trustees (or directors of a trustee company) turn to specialists to help guide them through this maze to ensure their obligations are met.

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One smart pre-Budget move you should consider if aged 55* or over (at 30th June 2015)

It’s that time of year again when pre-Budget media speculation is proving very hard to escape. Every day we are told what the Budget may (or may not!) have in store for us which can be perplexing when considering pre-emptive pre-Budget strategies.

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Senator: unfair to change super tax policy

Well-respected Liberal National Senator Matthew Canavan has today featured in SMSF Adviser responding to speculated changes to superannuation taxation policy. Senator Canavan said it would be unfair to change the tax arrangements for people’s superannuation balances (or their earnings) as many people have contributed to their fund for many years.

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MGD launches Financial Services Alliance Agreement

Different regulatory frameworks have historically applied to accountants and financial planners. A new regulatory framework set to be introduced on 1 July 2016 will see accountants and financial planners further aligned with the repeal of the accountant’s exemption.

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Financial System Inquiry: ban on direct borrowing by superannuation funds rejected

In late 2013 the Federal Government established a Financial System Inquiry to hold a ‘root and branch’ review of Australia’s financial system to help establish the direction for our country’s financial future...

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MGD welcomes rejection of ban on super borrowing

MGD Wealth has today welcomed the decision by Federal Government to reject a recommendation to remove direct borrowing by superannuation funds.

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Opinion: speculated changes to super

The broken record of media-fuelled debate about speculated changes to superannuation is still spinning. Sadly, the basis for any such debate is flawed and is counter-productive to engendering confidence within the community.

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