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Latest Financial Planning News

  • Borrowing to invest May 18, 2012
    The Federal Budget’s confirmation that the annual cap on concessional superannuation contributions for all fund members over 50 will halve to $25,000 from the 2012-13 financial year, has some investment commentators envisaging that more investo...
  • Why take risks with your investments? May 18, 2012
    We've been told by the financial community at large that it's a tough time to be an investor. The financial markets are extremely volatile. Bond yields are near historic lows. The outlook is uncertain.
  • Why bonds matter May 11, 2012
    The latest bouts of sharemarket volatility and this month’s cut in official interest rates once again highlight the crucial role of bonds in a properly diversified investment portfolio.
  • The difference between fixed interest and cash May 11, 2012
    Self-managed super funds typically have a much high exposure to cash than fixed interest.
  • Once again, the budget shifts the super goalposts May 11, 2012
    The Australian superannuation industry reverted this week to its unwanted status as one of the government’s favourite Budget ‘hollow logs,’ with billions of dollars in savings extracted from the system by reneging on a tax break mea...