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Keeping records of shares and units
November 4, 2024Uncategorized
Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be given to you by the company, the fund manager or your stockbroker. These records generally include: the date of purchase the purchase amount details of any non-assessable payments made to...Read More
What company delistings mean for ETFs
October 21, 2024Uncategorized
Some big companies have left the ASX recently. How do ETFs adapt to index changes? Share markets are ever changing. Companies come, and companies go. But what happens to share market indexes, and the exchange traded funds (ETFs) that use them as performance benchmarks, when a company is removed because of a merger or acquisition?...Read More
Lodging a tax return
August 20, 2024Uncategorized
If you earned Australian income between 1 July 2023 and 30 June 2024, you may need to lodge a tax return. If you're doing your own tax, you have until 31 October to lodge your return. Lodge online with myTax You can lodge your return using myTax, the ATO's free online tax return. You need...Read More
Memory loss can make it difficult to stay in control of your money. Things like checking bank statements or investments, or paying bills may become challenging. If you're starting to struggle, it's time to put some safeguards in place. A few simple steps will help you and your loved ones protect your money and prepare...Read More
When you think of an investor, what image springs to mind? For many of us it’s a driven day trader, running on adrenalin, hunched over multiple screens, and buying and selling shares frenetically for marginal gains. There certainly are some full-time professional investors out there, sweating every trade. But the reality is, investors come in...Read More
Talking money with a partner
April 22, 2024Uncategorized
Here are some factors to consider before you join finances with a partner. While you've likely imagined what a future with your partner looks like, you may not have considered the financial implications of that future. Think: careers, kids, caring for aging parents, and even where you want to live and travel to. In reality,...Read More
Land banking
April 15, 2024Uncategorized
Land banking is a real estate investment scheme that involves buying large blocks of undeveloped land. These schemes are often unregulated and there's little protection if something goes wrong. In a land banking scheme, property developers usually buy land, divide it into smaller blocks and offer it to investors. As an investor, you either buy...Read More
Key points: Scientists have found that working memory can be disrupted as early as people enter middle age In 2024, it is estimated there are more than 421,000 Australians living with all forms of dementia More than two-thirds of aged care residents have moderate to severe cognitive impairment Scientists have reported a global breakthrough in...Read More
Personal transformation can be challenging. We all have habits we’d like to break and behaviours we’d like to do more of. But when we do some self-examination and think about what is involved in navigating change, it can seem overwhelming to get to where we need to be, whether that is personally or professionally. That’s...Read More
Managed investment trusts
November 27, 2023Uncategorized
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed investment trusts include: cash management trusts money market trusts mortgage trusts unit trusts managed funds, such as a property trust, share trust, equity trust, growth trust, imputation trust or balanced...Read More