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Investment Outlook: Spring Edition

Markets are set to close 2021 with a renewed sense of optimism as the debilitating lockdowns in Victoria and NSW are set to end. The domestic recovery had been stronger than anticipated prior to the…

Can you sell your business?

Over the next decade, as the baby boomer bubble of small and medium sized business owners roll through the system, Australia will experience one of the largest transfers of business wealth in its history. Succession…

Increase to six SMSF members

From 1 July 2021, the maximum number of members a Self-Managed Super Fund can have increased from four to six. Why would you have a fund with six members and what are the implications? Recently…

Investment Outlook: Winter 2021

We are at a challenging juncture for markets. Investors are grappling with interpreting solid economic data and the reaction of ultra-accommodative central bank monetary settings. Morgans see the path out of the COVID-19 shock as…

Income Protection is Changing

APRA has introduced requirements for insurers to review their Income Protection products and adjust some benefits and the way Income Protection contracts work. The core aim of these changes is to improve the longer-term affordability…

Team Q&A: Zoe Bandy

To end the financial year, we caught up with PPT Financial Paraplanner Zoe Bandy. Born and raised in Ballarat, Zoe joined the team in the middle of COVID-19 in June 2020. How are you currently…

Important Tax Changes: 1 July 2021

Super guarantee rate increase to 10% On 1 July 2021, the Superannuation Guarantee (SG) rate will rise from 9.5% to 10% - the first rise since 2014. It will then steadily increase each year until…

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