Managing your Money
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Managing your Money
If your going through rough times or calm, our great crew can help you navigate & chart the course. It's smooth sailing with Trumans.
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Investment returns over the next five years are likely to slow

Investment returns over the next five years are likely to slow | Managing your Money | Scoop.it
The past five years have seen pretty good returns for well-diversified investors. While cash and bond returns have been modest, growth assets have been strong. Average balance growth superannuation funds have returned 8.5% pa over the five years to June and that’s after fees and taxes. This is particularly impressive given that inflation has been around 2%.
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How to Create a Shared Vision That Works 

How to Create a Shared Vision That Works  | Managing your Money | Scoop.it
This is a “how to” post – for leaders and team members who want to create a shared vision. Over the years I have written blog posts that provide an explanation of each of these steps. Here I connect the dots by linking those posts with the steps they support.
This is my roadmap for the process of creating a shared vision that not only inspires, but also provides clarity on direction and ongoing guidelines for decision-making.

Via David Hain
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David Hain's curator insight, June 13, 5:57 AM

Great roadmap from @JesseLynnStoner on making collaborations work - packed with helpful references to resources!

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Is time running out to apply for CGT relief?

Is time running out to apply for CGT relief? | Managing your Money | Scoop.it
With only 4 weeks to go, SMSF trustees need to act now to ensure they don’t end up paying more tax than they should. Here, SMSF Technical Specialist Emma Partenza details the different CGT relief methods
Trumans's insight:

Do you need help with your SMSF? If so, speak to one of our Super Specialists at www.trumans.com.au

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SMSF Suite - How SMSFs can use economic data right now

SMSF Suite - How SMSFs can use economic data right now | Managing your Money | Scoop.it
There has never been an easier time to access global economic data, but the tricky part is working out which data the market is watching, and why. Here, Chief Economist Dr Shane Oliver explains the indicators he’s looking at right now.
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A slip in house prices is no reason to panic

A slip in house prices is no reason to panic | Managing your Money | Scoop.it
The current slide in Sydney and Melbourne residential property prices will fall far short of a housing bust, according to AMP Capital Head of Investment Strategy and Chief Economist, Shane Oliver.
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SMSF Suite - How do I drive income with my SMSF?

SMSF Suite - How do I drive income with my SMSF? | Managing your Money | Scoop.it
In a low interest rate environment, it has become increasingly difficult for investors to find investments that produce a high level of income. However, there are still a number of options.
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Early CGT exemption when building or replacing a home

Early CGT exemption when building or replacing a home | Managing your Money | Scoop.it
Early CGT exemption when building or replacing a home. Treat vacant land as a “main residence”, even though there is no physical dwelling on that land.
Trumans's insight:

If you need advice or help with your tax situation, please don't hesitate to contact us http://www.trumans.com.au

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What does the compulsory cashing rule mean for your succession planning?

What does the compulsory cashing rule mean for your succession planning? | Managing your Money | Scoop.it
As part of the recent super changes, the compulsory cashing rule changed how death benefits should be paid - a rule that trustees need to be aware of when succession planning.
Trumans's insight:

If you need help with your SMSF, call us at Trumans and have one of our specialist advisers assist you. www.trumans.com.au

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Events based reporting: What does it mean for SMSF trustees?

Events based reporting: What does it mean for SMSF trustees? | Managing your Money | Scoop.it
Events based reporting: What does it mean for SMSF trustees? Exactly what needs to be reported, by which funds, and how timely does it have to be?
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ATO’s top 10 tips for rental property owners common tax mistakes

ATO’s top 10 tips for rental property owners common tax mistakes | Managing your Money | Scoop.it
ATO’s top 10 tips for rental property owners common tax mistakes
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Have you appointed an enduring power of attorney?

Have you appointed an enduring power of attorney? | Managing your Money | Scoop.it
Whomever you choose, it is essential they fully understand their responsibilities as a trustee of an SMSF.
Trumans's insight:

If you need help with anything related to your SMSF, please feel free to contact our specialist SMSF advisers www.trumans.com.au

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SMSF Suite - Could the ‘SMSF trade’ be coming to an end?

SMSF Suite - Could the ‘SMSF trade’ be coming to an end? | Managing your Money | Scoop.it
Owning these shares has not only been an inexpensive strategy for self directed investors, it has also been lucrative.
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Estate planning and SMSFs part 1: when and how to plan

Estate planning and SMSFs part 1: when and how to plan | Managing your Money | Scoop.it
An SMSF member’s retirement and pension commencement is often an opportunity to review estate planning around the fund.
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How flexible work is changing real estate investing

How flexible work is changing real estate investing | Managing your Money | Scoop.it
Flexible and co-working spaces often are those where workers do not have their own desks, and instead share “hot desks” – a trend quickly increasing in popularity. Here, Luke Dixon, Head of Real Estate Research, explains how this will impact commercial real estate investments.
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SMSF Suite - Top 7 EOFY superannuation tips

SMSF Suite - Top 7 EOFY superannuation tips | Managing your Money | Scoop.it
A raft of new thresholds for superannuation kicked in on 1 July 2017, and not updating your super settings could be detrimental. The good news is there is still time to fine tune things. No-one likes the end of financial year (EOFY) panic, so here are 7 ways to get the most from your super.
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Should investors be wary of the tech sector?

Should investors be wary of the tech sector? | Managing your Money | Scoop.it
With tech stocks leading share market corrections in recent months, this sector may have felt like a bit of precarious place for investors. In this short video, Dr Shane Oliver highlights potential headwinds and compares the current situation to the 2000 tech crash.
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SMSFs – is it time to get professional advice?

SMSFs – is it time to get professional advice? | Managing your Money | Scoop.it
In an ever-changing investment landscape, it can be hard to know when to seek professional advice for your SMSF.
Trumans's insight:

Do you need help with your SMSF? If so, why not speak with one of our Superannuation Specialists. www.trumans.com.au "we are here to help"

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How to play risk events this year

How to play risk events this year | Managing your Money | Scoop.it
Risks aren’t going away – in fact, the risk of a share market correction is only likely to increase this year according to Dr Shane Oliver. Here, Shane shares his view on how to play these risks, along with a list of key events and expectations for investors to keep an eye on this year.
Trumans's insight:

If you need assistance with your SMSF speak with one of our Super Specialists at www.trumans.com.au

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What the rise of the $A means for global investors

What the rise of the $A means for global investors | Managing your Money | Scoop.it
The rise of the Australian dollar has been surprising but not confounding for experts who believe its natural level is closer to US70 cents. In a short video, Dr Shane Oliver shares the drivers for the strong $A at the start of year, and if he believes this strength will continue.
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Making sure my money lasts as long as I do

Making sure my money lasts as long as I do | Managing your Money | Scoop.it
Everyone wants to feel confident their retirement savings will be enough to support them throughout their entire lives. While the right amount will be different for everyone, there are lots of tips and tools to determine the right amount to retire on.
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Cryptocurrency considerations for SMSFs

Cryptocurrency considerations for SMSFs | Managing your Money | Scoop.it
There’s been plenty of noise lately about the meteoric rise in value of the digital currency Bitcoin. But how should SMSFs think about them from an asset allocation perspective?
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Three crucial mistakes about life expectancy

Three crucial mistakes about life expectancy | Managing your Money | Scoop.it
Life expectancy is an important subject, because if you're going to make your assets last a lifetime, you need to make some estimate about how long that lifetime may be. This article explores 3 drivers to understanding life expectancy.
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Research shows trustee gender bias can impact SMSF returns

Research shows trustee gender bias can impact SMSF returns | Managing your Money | Scoop.it
Peter Burgess, general manager, technical services and education, SuperConcepts, says it is important for SMSF trustees to be aware of the findings and consider them when making decisions about how to allocate their fund’s assets.
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Defined benefit pensions: new super rules change the game

Defined benefit pensions: new super rules change the game | Managing your Money | Scoop.it
Einfeld says there are very few people with total super balances of more than $1.6 million and a defined benefit pension in their SMSF.
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Investing for Income: Five drivers for finding income in today’s economy

Investing for Income: Five drivers for finding income in today’s economy | Managing your Money | Scoop.it
Undertaking substantial research based on extensive analysis is key to identifying assets in this category.
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