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Colin Lewis

Planning for 2018-19 – never too early to start!

By Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth June 2018 With the end of the financial year all but over, now is a good time to get your ’financial house’ sorted for 2018-19. Good planning is a year-round consideration, not just a June 30 event! So, what’s in store for 2018-19? What are…
Colin Lewis

Managing your SMSF leading up to 30 June

By Colin Lewis May 2018 A self-managed super fund (SMSF) is one type of vehicle to manage your superannuation savings. So, the usual end-of-year super strategies, especially those relating to contributions and managing the contribution caps, apply equally across the spectrum of funds, e.g. public offer (retail) funds, industry funds, corporate funds, SMSFs etc. In…
Colin Lewis

Managing your tax and super leading up to 30 June

By Colin Lewis May 2018 With the end of the financial year fast approaching, it’s time to get your ‘financial house’ in order. There will be many ‘behind the scene’ strategies your adviser will be considering for you, but here are some of the more common year-end strategies they will be looking at. COMMON YEAR-END…

Prospect theory applied to retirement planning

By Alastair MacLeod May 2018 Most of us know that buying a lottery ticket is a waste of money. The chances of winning are so remote as to be unachievable, yet most of us have probably bought a lottery ticket at some point in our lives. Prospect theory can explain this behaviour. Prospect theory is…

Alternatives in Multi Asset Portfolios

 Brendan Paul, Senior Portfolio Manager, provides an overview of the role of Alternative assets within Multi Asset Portfolios.

Federal Budget 2018

May 2018 Personal Income Tax The Government is introducing a seven year Personal Income Tax Plan. The first step provides permanent tax relief to low and middle-income earners to help with the cost of living pressures. The second step provides relief from bracket creep by increasing the top threshold of the 32.5 percent personal income…

Investment Update – First Quarter 2018

 Tony Edwards provides an investment update for the first quarter of 2018 and a market outlook for the coming year ahead.
Colin Lewis

The ‘Claytons’ superannuation contribution – the downsizer contribution you make when you’re not downsizing!

By Colin Lewis, Head of Technical Services, Fitzpatricks Private Wealth April 2018 From 1 July this year if you sell your home and are aged 65 or more then you may be able to contribute some or all the sale proceeds into superannuation. These contributions, known as ‘downsizer contributions’, allow you to boost your super…

Record award in estate of John Hemmes

By Donal Griffin (courtesy of Cuffelinks) April 2018 In February 2018, the son of a six-year affair between the late business mogul John Hemmes and Fiona Cameron was awarded $1.75 million [Estate Hemmes; Cameron v Mead [2018] NSWSC 85] from Mr John’s (as he was known) estate. This is a new record and, while the…

Four checks for super downsizer contributions

by Julie Steed The downsizer contributions legislation will allow an individual aged 65 years or over to use the proceeds of the sale of one main residence to make contributions of up to $300,000 to superannuation for themselves and/or their spouse. The legislation became law in December 2017 and is designed to reduce pressure on…

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