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New on BT knowlege centre
- Monthly economic update (March) – Strength and challenges in the first quarter of 2018
Led by US and Asian markets, global markets roared into the New Year – it was the best start to a year for the S&P 500 index since 1987, as markets reacted to an across the board improving economic outlook. (Plus, the monthly economic update (March) for clients)
- Intergenerational wealth transfer - help your clients gift well
As an adviser, you are probably aware that your clients are increasingly considering the needs of their grandchildren when deciding how they want to use their money to help their family. Here are some considerations.
- Being frank about it - proposed changes to imputation credits for SMSFs
SMSFs will potentially be affected by the Federal Opposition’s recently announced intentions to remove the ability for excess imputation credits to be refunded (albeit with clarification that pensioners and some self managed super funds (SMSF) may be exempt from this change).
- Super contributions – contributing to a better outcome
With a need to constantly revisit total super balances and the impact of market returns and cap indexation, things have just got a little (or perhaps a lot) more complicated when it comes to managing non-concessional contributions.
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