39 articles tagged with "Financial Planning".
If you earn money overseas then it is well known that when it comes to your annual ATO tax returns, all foreign overseas income must be reported in addition to your domestic income.
Read MoreA poll of ifa readers has indicated the vast majority of advisers plan to exit the industry after the introduction of FASEA’s mandatory education standards, dwarfing previous predictions.
Read MoreAccounting experts have raised concerns business owners and individuals still have their heads in the sand over new superannuation rules, as accountants report chaos in determining how the new system applies to their clients.
Read MoreThe Australian Taxation Office has been criticised for targeting regular hard-working Australians instead of multinational corporations, but an expert says taxpayers should not be deterred from claiming everything they are entitled to.
Read MoreThe new financial year is here which comes which comes with it the annual obligation to submit our income tax return by 31 October. Like most, you are probably in a mad panic trying to find your receipts to scrap together in a futile attempt to boost your refund (or worse reduce your payable) with some last-minute claims. For others, 1 July brings around a new sense of hope with a whole year to get our tax planning right in 2017/18.
Read MoreSTUPIDITY, carelessness, greed, arrogance, forgetfulness, dishonesty and laziness. Most of us are guilty of some, or all, of these qualities at some stage and we probably don’t even know it. But when it comes to tax time, it’s best to avoid all of them because committing just one of these sins can land you in a heap of hot water.
Read MoreA Deakin University associate professor has criticised financial advisers who say they cannot afford a university degree, calling it a “laughable” excuse
Read More101 Ways to Save Money on Your Tax – Legally! is the Australian taxpayer’s essential guide to maximising returns. Comprehensively updated for 2017-2018, this indispensable resource explains all of the changes to the May 2017 budget to help you pay what you owe and not a penny more. You’ll find answers to common questions, tax traps to avoid and plenty of tips from Mr. Taxman himself that can save you hundreds or even thousands of dollars!
Read MoreWith dramatic changes to superannuation just 10 weeks away, family trusts are becoming more popular as the "next best" investment vehicle for those who have more to invest than the new super rules will allow. Financial advisers note a marked increase in clients wanting to set one up, either dismayed by how little they'll be able to get into super after July 1 or fed up with government changes to retirement savings.
Read MoreThe new financial year will soon be here which comes with it the annual obligation to submit our income tax return by 31 October. For many of us, the process is as painful as having your teeth pulled but the rewards can be great. Dr Adrian Raftery, an Associate Professor at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2017-2018 edition (Wiley, June 2017, AU$25.95) shares with us seven common mistakes to avoid when doing your tax this year.
Read MoreDeakin Business School’s financial planning programs prepared to meet new legislative demands
Read MoreAccording to Adrian Raftery, course director of Financial Planning at Deakin University, there are six golden rules to follow when setting financial goals.
Read MoreWhen it comes to romantic gestures this Valentine’s Day getting your financial house in order could be just as much a symbol of love as flowers and chocolates, according to a Deakin University financial planning expert.
Read MoreA leading financial services expert has described the rise in interest-only mortgages among first home buyers as “disturbing” and likely to trigger higher loan defaults in the future.
Read More30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, a senior lecturer in tax, financial planning and superannuation at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2016-2017 edition (Wrightbooks, June 2016, AU$24.95), gives some excellent tips for you to action and maximise your tax refund this year.
Read More30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, a senior lecturer in tax, financial planning and superannuation at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2015-2016 edition (Wrightbooks, June 2015, AU$24.95), gives some excellent tips for you to action and maximise your tax refund this year.
Read MoreThe government promised a 'boring' second budget, but there were still a couple of surprises in last night's announcement for Australia's investors.
Read MoreA Deakin University tax expert has called on the Government to strengthen existing double tax treaty agreements to curtail the practice of foreign companies siphoning untaxed profits from Australia.
Read MoreDeakin’s financial planning expert shares back to school savings tips
Read MoreThe Commonwealth Bank has moved to tighten up the education standards of its financial planners, in a pre-emptive move to get changes in place ahead of likely formal obligations down the track.
Read MoreThe Centre For International Finance & Regulation (CIFR) has just announced the funding for the next round of research projects, including one proposal being conducted by Mr Taxman on the monitoring and performance attributes of superannuation funds in Australia.
Read MoreMoney plays an important part in relationships. Here are a few tips when talking finance with your Valentine.
Read MoreThe "reverse mortgage" product was devised by banks for those over 60 who could borrow up to 40% against their home but didn’t have to make any repayments.
Read MoreWith over 20,000 different banking products these days it is quite difficult to know the good ones from the average.
Read MoreStart of the school year means costly text books, stationery, uniforms, school fees and a whole lot more. Here are some ideas on how to make it easier for your family.
Read More2010 was tough financially but it is now behind us. Here are a few ideas for creating your own list of New Year's resolutions to help put your finances in better shape in 2011.
Read MoreShould we get all excited with the post-xmas sales or should we just stay well clear of them?
Read MoreFound it tough financially this Christmas? Here are a few tips to make next year easier for you.
Read MoreWe all enjoy the joy of giving at Christmas time but seem to pay for it in January once the credit card bill comes in. Here a few timely tips to save money this festive season.
Read MoreThere is a whole raft of government benefits that families can, and should, access. Here is a list that you could be claiming.
Read MoreDo you want to enjoy a better lifestyle in retirement? Here are a few tips on making that dream possible.
Read MoreIt is a rarely known fact but most banks and credit unions offer a "mortgage holiday" in most of their home loan products. Basically it where you can put your loan repayments on hold for a period of time, sometimes up to one year.
Read MoreIn this world of technology, virtually everything is at your fingertips. Use it effectively and it's guaranteed that you will save time and money. Here are a few different ideas of how technology can help you.
Read MoreCalculate different payment scenarios based on your circumstances and use these as a guide to propose a payment arrangement that enables you to address your tax obligations.
Read MoreYou may not have much of it yet but money and its management will be an important part of your adult life. Money doesn’t grow on trees and you need to be smart with it. Here are a few money basics to help you
Read MoreIt is that time of the year when we all need to do some tax planning. June 30 is rapidly approaching so here are some excellent tips for you to get your house in order and increase your tax refund.
Read MoreYou kissed your husband goodbye and told him to have a good time and enjoy himself with the boys. But he had an accident and never made it home. Never.
Read MoreThe last few years have been horror ones financially for alot of people. But 2010 is starting to look pretty good. Here are a few ideas from Mr Taxman Adrian Raftery for creating your own list of New Year’s resolutions to help put your finances in better shape in 2010.
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