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The good, the bad and the ugly is, of course, the title of the stylised 1966 western starring Clint Eastwood. It is also an apt way to describe common habits of investors. No matter whether investment markets are rising or falling or somewhere in between, an investor’s habits – good and bad – really matter. The Journal […]

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Would you be willing to help your adult children financially if they were experiencing financial difficulties? And would you be willing to help your elderly parents if they were in financial need?   As Smart Investing discussed over the past week, intergenerational financial issues are set to become increasingly common given the ageing of our […]

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An ageing population is bringing with it a range of challenges with significant implications for our family lifestyles, family finances and family relationships. Australian architects are winning awards for multi-generational housing – creatively designed for elderly parents and an adult child’s family to live in close proximity. An appreciation for the need for privacy and […]

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The Tax Office has announced it will be ramping up its focus on a range of issues related to superannuation, particularly as some suspicious strategies surface post-budget. Transfers of life interests in business real property to SMSFs are now firmly on the ATO’s radar, with these arrangements triggering a variety of compliance concerns with SMSF […]

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A new survey has found small business owners are at risk of watching their retirement plans fail, with SMEs underprepared when it comes to financial and contingency planning. The research, released by REST Industry Super, found that one in five SME owners are unable to fund their living expenses for longer than a week of unplanned absence. “SME […]

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