Hot Issues
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2020 is coming to an end. Phew!!
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ATO flags key deadlines for early release of super
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Retirement costs rising despite COVID impacts
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Government targets fund expenditure, best interests in new super reforms
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Small SMSFs develop rapidly
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Investing basics for first timers
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Behind the dash in new market listings
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Super, death, and taxes
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What millennials are thinking about investing and retirement
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Capital preservation front of mind for SMSF returns
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Comprehensive list of COVID-19 initiatives and packages.
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Most SMSFs are still poorly diversified
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Related party purchases must be clean
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How your coming tax cut could pay off
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Majority of retirees expected to fall short on retirement savings
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Monitoring super performance critical in light of new measures
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Budget 2020 - A very comprehensive break down.
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Budget 2020 - Fact Sheets
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Budget 2020 - At a Glance, Overview, Outlook
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JobKeeper extension – changes implemented
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Temporary home office expenses shortcut extended again
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Investment preferences of the young
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How to construct an effective portfolio
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Estate planning opportunities highlighted with work test changes
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Lenders are getting tougher on older borrowers
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September update of latest COVID-19 initiatives.
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Update of Superannuation contribution rules from July 1, 2020.
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More than $31bn paid under early super release
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Your super fund, your choice
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SMSFs urged to act on compliance issues ahead of tougher penalties
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A beginner's investment guide to long-term wealth
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ATO confirms important issue on pension payments
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How SMSF trustees navigated COVID-19 volatility
2020 is coming to an end. Phew!!

 

Some fireworks and a great Advent Calendar to help you celebrate. On behalf of all our staff we wish our clients and their families a Merry Christmas, a Happy New Year and a great holiday period.

 

       

Our annual Advent Calendar. 

Come back each day and click on the next date for another inspirational quote or poem from some of the greatest writers and poets.

(Please click on the image to open the Advent Calendar and then click on a date)

 

 

Pattinson Financial Services Pty Ltd ABN 17 121 851 376 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd
ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523

Tel: +61 2 8850 6888 | Fax: +61 2 8850 6407 | Toll Free 1300 466 637 | PO Box 6253 Baulkham Hills BC NSW 2153

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