Investment success contributor: taxation

Are negative gearing and capital gains tax discounts sustaining your investment success? The investment success contributor for a large number of ‘ordinary’ Australians, is found taxation legislation, supported by settled Case law, in two key areas: Negative gearing deduction; andCapital Gains Tax discounting. From an economic standpoint, housing affordability and first home owner participation (and the politicisation of these emotive issues), should in the main, be considered a distraction – [...]

By |2020-10-14T18:11:14+10:00February 5, 2018|Investment Strategies|0 Comments

Gearing wealth creation – capital gains

Wealth accumulation without breaking the Bank Gearing wealth creation has long been a popular investment strategy: the level of gearing employed significantly impacts the performance of the investment portfolio. Since the 2013 Federal election in Australia, when Negative Gearing was demonised as a cause for high housing cost and low affordability, there has been ‘chatter’ about the benefits accruing to those who utilise this wealth creation strategy; and the distortions that [...]

By |2020-12-16T20:14:10+10:00April 28, 2017|Investment Strategies, Wealth Management|0 Comments

Sourcing funds to invest

How can I set aside funds to invest? When considering accumulating wealth for future purposes, enquirers are often concerned as to how they might be able to source funds to invest - they are struggling to meet the daily/ recurring costs of living as it is! Longer term goals giving rise to such concern include: a level of financial independence in retirement; for estate planning bequests; or for establishment of a philanthropic foundation/ [...]

By |2022-01-31T19:20:59+10:00April 20, 2015|Wealth Management|0 Comments

Early-age retirement considerations

What is 'early-age' retirement? Amongst the early-age retirement considerations that need to be addressed when contemplating such a move, the consideration of funding the lifestyle you anticipate in that phase of your life is paramount to most. If you are thinking about early-age retirement you will need to establish an income/ cashflow source that is an alternative to your superannuation investment. For the purposes of this article, early-age retirement is leaving [...]

Early-age retirement funding

Planning early-age retirement, funding? Early-age ‘retirement’ funding will be on the mind of some readers, including those with health issues, family/ dependant-support responsibilities, or the ‘financially-able’ all come to mind. Retirement at an early age (and not already independently wealthy), may necessitate establishing an income source that is an alternative to your superannuation (until it is accessible). This may be supplemented in appropriate circumstances, by Centrelink benefits – but if [...]

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