Library - MGD

Prominent financial economists join MGD Wealth’s Investment Committee

21 June 2016
As part of our ongoing commitment to ensure our Investment Committee has access to the most highly qualified and experienced investment professionals, we are pleased to welcome two of Australia’s most prominent financial economists to our team, Dr Michael Drew and Dr Adam Walk.

ATO extends deadline for SMSF borrowing arrangement

14 June 2016
The ATO has announced that it is allowing SMSF trustees additional time to ensure that any limited recourse borrowing arrangements (LRBAs) that their fund has are on terms consistent with an arm’s length dealing, or alternatively are brought to an end. The previously announced 30 June deadline has now been extended to 31 January 2017.

Personal risk insurance: how to survive and manage premium price hikes

20 May 2016
If you’ve experienced a substantial increase in your personal risk insurance premiums year-on-year in recent times you are certainly not alone, with many reporting average increases in the region of 20% per year over the last few years.

Federal Budget 2016 – Superannuation Update

20 May 2016
The budget contained a number of important changes to the superannuation system, including retirement income streams and tax changes. The announced changes took everyone by surprise and it is important that you discuss your particular situation with your adviser and how these changes may affect you.

Taxation & superannuation planning for year end 2015-16

20 May 2016
With 30 June 2016 rapidly approaching, now is the time to review your financial position and consider any superannuation and tax-effective strategies that might be appropriate for you.

NCC lifetime cap and you

20 May 2016
From 3 May 2016, the amount of non-concessional contributions (NCCs) that a person can make to super will have a proposed cap of $500,000. What does this mean for you?

Federal Budget 2016

4 May 2016
Two major factors necessarily limited Scott Morrison and Malcolm Turnbull in their first crack at a Federal Budget – our relatively fragile economy, as evidenced by yesterday’s RBA announcement, and the fact that an election will be called within days.

Federal Budget 2016: social security

4 May 2016
Key points on social security from the Federal Budget 2016 announcement, including eligibility for the Disability Support Pension and changes to the Age Pension Assets Test...

Federal Budget 2016: taxation

4 May 2016
Key points on taxation from the Federal Budget 2016 announcement, including personal income tax relief, an increase in the small business turnover threshold and a reduction in the company tax rate...

Federal Budget 2016: superannuation

4 May 2016
Key points on superannuation from the Federal Budget 2016 announcement, including the introduction of the $1.6 million transfer balance cap, concessional cap changes and an ease in the restrictions for tax deductions for personal contributions...

In focus: Mike Atkins

28 April 2016
Recently we sat down with Mike Atkins, MGD client and long time McDonald’s licensee, to find out more about his life with the global fast food giant and how he is helping young people in his community look forward to a brighter future.

Rumour has it: pre-Budget super speculation

12 April 2016
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.

Is your SMSF adviser right for you?

30 March 2016
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.

Moving to, investing in and doing business in Australia for the wealthy

22 March 2016
Australia continues to develop its taxation and migration laws to attract wealthy foreign citizens to invest in and to live in Australia. Although moving to or investing in Australia can be attractive, expert advice should be obtained to ensure compliance with Australian regulations.

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

15 March 2016
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.

High profile specialists join leading Brisbane boutique financial services firm

7 March 2016
Boutique financial services firm, MGD Wealth, has enjoyed a bright start to 2016 with the addition of two very experienced wealth management specialists, Richard Marsden and Rachel Barlow, to its growing team.

How sticky are you?

18 February 2016
How sticky are you? How many of the dollars that you earn this week, this month or this year will you still have next year or the year after? Would your chances of building the best possible future for yourself (and your family) be improved if you could increase your stickiness? Of course it would.