WEALTH-NEWSLETTER

Market volatility: defined and explained

Market volatility: defined and explained

What is volatility? Volatility is an investment term that describes when a market or security experiences periods of unpredictable, and sometimes sharp, price …

SMSFs: What happens if you exceed your super caps

SMSFs: What happens if you exceed your super caps

The rules around making some types of super contributions have been relaxed in recent years, so it’s worth exploring the different opportunities available to yo…

Living your best life in retirement

Living your best life in retirement

If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living in…

Life insurance: the basics and things to consider

Life insurance: the basics and things to consider

Give me the main points The most important reason to consider taking out life insurance is to protect your family if you die or become unable to work. Th…

Preparing your SMSF for the future

Preparing your SMSF for the future

What happens to a self managed super fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather no…

How do retirement income options compare?

How do retirement income options compare?

Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhil…

Market movements and review - September 2024

Market movements and review - September 2024

Stay up to date with what's happened in Australian markets over the past month.  Global stock markets – including the ASX – largely stabilised by the end of Au…

Recent tax and super changes

Recent tax and super changes

The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies to make sure you’re m…

What’s all the noise about loud budgeting?

What’s all the noise about loud budgeting?

Loud budgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing so,…

The art of refinancing

The art of refinancing

Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances to achieve your goals.

Retirement living

Retirement living

If you’re nearing retirement age, it’s likely you’re wondering if you will have enough saved to give up work and take it easy, particularly as cost-of-living in…

SMATS Chats
Latest Podcasts

Welcome to the New World! - 15th Annual Market Update Webinar

Join Steve Douglas as he discusses:

  • Global financial markets, issues & influence on our daily lives;
  • Australian property markets, driving factors and has it peaked?
  • International markets review & forecast;
  • Australian Dollar review & prediction;
  • Interest rates…

Australian Residency Tax Changes Q&A - May 2021

Join Steve Douglas, Executive Chair and Julie Kelley, Sales & Marketing Manager as they answer your burning questions during the 'Australian Residency and Tax Changes & Implications To Expats' webinar.

You can also book a FREE 20 minute tax consult by emailing smats@smat…

Australian Residency Tax Changes and Implications for Aussie Expats

Hidden away in the back of the Australian Budget and unmentioned in the Treasurers speech, was a simple statement confirming that:

“The Government will replace the individual tax residency rules with a new framework that is easy to understand, provides certainty and reduces compl…

16th Annual Australian Budget 2021 Review

We trust this seminar gives you a clearer understanding of the Australian Budget Announcements including:

• How Covid19 has impacted the Australian Government’s federal finances
• Measures the Government intends to undertake to reinvigorate the Australian economy
• Latest taxatio…

Will the Australian Property Market Crash?

Australian property prices look to be on a rocketing path, with first home buyers, low-interest rates and FOMO (fear of missing out) fueling the demand for the start of 2021.

However, with stimulus packages coming to an end, and international borders remaining closed, can this ex…

Australian Migration Tax Planning

For anyone considering Australia as a future place of residence planning your taxation affairs is a critical element of the migration process. 

The Australian taxation system is extremely complex and taxes residents worldwide income. 

Thankfully, legal and sensible tax …

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