Financial Planning

What Are the Differences Between Concessional Contributions (CC) Cap and Non-Concessional Contributions (NCC) Cap

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] If you are interested in boosting your superannuation savings, you may want to know the difference between concessional contributions (CC) cap and non-concessional contributions (NCC) cap. Here is an explanation of these terms and how they affect your super. Concessional contributions are … What Are the Differences Between Concessional Contributions (CC) Cap and Non-Concessional Contributions (NCC) Cap

Understanding The Difference Between the Medicare Levy and Medical Levy Surcharge (and how to avoid it)

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_text admin_label=”Text” _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Medicare Levy and Medicare Levy Surcharge is NOT the same thing! Let’s find out the difference together and which one we can avoid paying.   The Medicare Levy rate varies based on your or your family’s income level. It is collected … Understanding The Difference Between the Medicare Levy and Medical Levy Surcharge (and how to avoid it)

Economic Update July 2023

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Talking Points. The Reserve Bank of Australia (RBA) has more work to do to bring inflation back to its target range of 2%-3%, and may need to raise interest rates further in the near future. Inflation pressures are receding globally, but core … Economic Update July 2023

Tax Refresher – It’s a write-off

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column type=”4_4″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_video src=”https://youtu.be/aCP27_vquxQ” _builder_version=”4.6.0″ _module_preset=”default”][/et_pb_video][et_pb_text _builder_version=”4.6.0″ _module_preset=”default”] This tax year, it has come to my attention that we need a bit of a refresher on how the Australian Income Tax System works, the difference between deductions and credits, and why we are all sad to see LMITO go. … Tax Refresher – It’s a write-off

Understanding the Transfer Balance Cap

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] If you’re thinking of retiring soon, you might want to know about the Transfer Balance Cap (TBC) for pension accounts in Australia. It’s a limit on how much money you can transfer from your superannuation account to your pension account. Why does … Understanding the Transfer Balance Cap

June Economic Update

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] The RBA feels like it is playing catch up as we had another rate rise and expected to have another one in July due to the high increase in award wages starting on 1 July. The US has paused rate hikes, however … June Economic Update

May Economic Update, Business and Real-estate Australia

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Another month down and it is time to see how the month of May played out here in Australia, we will be looking at Australian Business and Property in particular, however it will be interesting to see if we will be impacted … May Economic Update, Business and Real-estate Australia

US Debt Ceiling, and what it actually means

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] Today I want to talk about something that’s been in the news a lot lately: the US debt ceiling. You might have heard that the US is running out of money and could default on its debts soon, unless Congress agrees to … US Debt Ceiling, and what it actually means

This Time It’s Different

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] The fight against inflationary pressures is a journey that central banks have been on for over a year1. The Reserve Bank of New Zealand was the first to move in October 2021, followed by the US Federal Reserve and the Bank of Canada … This Time It’s Different

Aussie Banks, how are they fairing?

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[et_pb_section fb_built=”1″ _builder_version=”4.6.0″ _module_preset=”default”][et_pb_row _builder_version=”4.6.0″ _module_preset=”default”][et_pb_column _builder_version=”4.6.0″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.6.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″] According to Morningstar Equity Research, Australian banks are well capitalised, profitable, and highly regulated. They are generally undervalued and set to benefit from higher rates1. Low rates underpinned strong credit growth in recent years, with total system loans up 18% in the three … Aussie Banks, how are they fairing?

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