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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The devil is in the details: why getting your SMSF paperwork right matters

The devil is in the details: why getting your SMSF paperwork right matters | Managing your Money | Scoop.it
Incorrectly completed or executed documents may be treated as invalid, so it’s important to ensure your SMSF paperwork is correct.
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Why have a testamentary trust? Are they worth it?

Why have a testamentary trust? Are they worth it? | Managing your Money | Scoop.it
Simply yes.  As Identified in the case study, the income tax paid on the proceeds of an estate when a person dies with a simple Will is $28,800 compared to the tax paid on the proceeds when the deceased had a testamentary trust Will, is $5,244.  A huge difference.  It does however vary depending on a person’s circumstances.
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Tax & Super members respond with black economy solutions

Tax & Super members respond with black economy solutions | Managing your Money | Scoop.it
Tax & Super members respond with black economy solutions, and providea submission to the government as part of our commitment to represent members’ interests...
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Four reasons the global economic outlook for 2019 looks positive

Four reasons the global economic outlook for 2019 looks positive | Managing your Money | Scoop.it
Many investors have been rattled by falls in share markets and are fretting about what the new year ma
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Euro concerns: genuine or noise?

Euro concerns: genuine or noise? | Managing your Money | Scoop.it
Since the Eurozone debt crisis of 2010 investors have been fearing a collapse of the Euro currency, which would trigger financial mayhem in Europe and impac
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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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Tread carefully when splitting income

Tread carefully when splitting income | Managing your Money | Scoop.it
Tread carefully when splitting income as the ATO issues warnings on how its general anti-avoidance legislation can apply to professional firms.
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Tips for investors as further market falls forecast

Tips for investors as further market falls forecast | Managing your Money | Scoop.it
With share markets forecast to fall further in 2019, investors need to hold their nerve.
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The Aussie economy in 2019; it’s not boom but it’s not doom either

The Aussie economy in 2019; it’s not boom but it’s not doom either | Managing your Money | Scoop.it
An update on the outlook for the Australian economy in 2019 and the implications fo
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Proposed changes to negative gearing and capital gains tax hit house prices

Proposed changes to negative gearing and capital gains tax hit house prices | Managing your Money | Scoop.it
Australia’s house prices have fallen for 13 consecutive months, with average Australian capital city prices now down 4% from thei
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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, 2018 10:57 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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