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PERSONAL FINANCE NEWS

With most of the big policy changes being leaked to the media over the past fortnight, the 2009-10 Federal Budget did not contain too many surprises. But that doesn't mean it can be brushed aside. The Government's spending increases, changes to superannuation and the prospect of large, on-going budget deficits will have important implications for many investment strategies. More

IN THE NEWS

Superannuation Q&A (The Eureka Report - 3 Jun 2009)

Strong demand for financial planning businesses (The Australian - 8 Apr 2009)

Capital protection proves popular with investors (The Australian - 1 Apr 2009)

Superannuation Q&A (The Eureka Report - 25 Mar 2009)

Which is better joint owners or tenants in common? (The Australian - 18 Feb 2009)

What's an appropriate period to invest in bank deposits? (The Australian - 4 Feb 2009)

Superannuation Q&A (The Eureka Report - 3 Dec 2008)

World Financial Crisis: Questions & Answers (CommSec Report - 13 Oct 2008)

Run your investment club without losing friends or money (The Australian - 10 Sep 2008)

Capital guaranteed: the fine print (Eureka Report - 1 Feb 2008)

Wealth Q & A (The Australian - 21 Nov 2007)

Wealth Q & A (The Australian - 14 Nov 2007)

Market dips are all part of the ride (Smart Company - Aug 2007)

The right way to profits in 2007 (The Australian - Feb 2007)

IML's review of the market for 2006 and our outlook for the year ahead (Investors Mutual - Jan 2007)

Rising temperatures (Charter - Institute of Chartered Accountants in Australia - Dec 2006)

Resources set to deliver big profits again (The Australian - Aug 2006)

Is emulating Warren Buffett impossible for retail investors? (ASA Equity - Dec/Jan 2006)

Borrowing to invest using super

Legislative changes which took effect from 24 September 2007 mean that self managed superannuation funds (SMSFs) can now borrow to invest. Although the general prohibition against borrowing by super funds remains in place, the Federal Government amended the Superannuation Industry (Supervision) Act in 2007 to permit super funds to invest in instalment warrants. More

Accessing a super income stream without retiring

The Federal Government has announced further reforms to the superannuation system which should make it easier for workers aged over 55 to retire gradually rather than leaving the workforce altogether. More

The new super contribution rules

On 5 September 2006, the Federal Government released the final version of its Simpler Super proposals. The changes were first announced in the 2006-07 Federal Budget and since then the Government has received more than 1,500 written submissions and logged over 3,500 phone calls on the new rules. More

N E W S F L A S H

New 'Work Bonus' for Age Pensioners

Small Business & General Business Tax Break

Federal Budget 2009-10

Upper deeming rate cut from 5% to 4%

ATO Self-managed super fund statistical report

Temporary Investment Allowance

Education Tax Refund

Access to super if you have a terminal medical condition

Can I get the Super Co-contribution?

F I N D I T H E R E

Yields on Australian Government Bonds and Notes (RBA)


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