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

Residential Property Investment

Residential property investment is popular with Australians: this popularity is based on the ‘urban myths’ that - property prices increase consistently (that ‘you can’t go wrong with bricks and mortar’); and  residential property prices are not volatile (as are share prices). An article published by Research house CoreLogic RP Data1 in February 2016 was recently brought to our attention: its title is ‘Property prices double every decade?’ The article is of [...]

By |2022-06-28T19:02:11+10:00February 6, 2017|Investment Strategies|0 Comments

Market and Economic Outlook 2015

The Market and Economic Outlook 2015  The market and economic outlook 2015 was prepared to provide our investor clients with a backdrop to the influences that guide our recommendations for the 2015 calendar year. The advisers at ContinuumFP carefully select the managers to invest client monies; and the researchers from whom we take understanding as to the issues that will impact the economy, the markets - and ultimately, the outcome [...]

By |2018-09-06T15:18:45+10:00March 10, 2015|Market Updates|0 Comments

Intergenerational Wealth Transfer

Intergenerational Wealth Transfer: an Estate Planning issue... Over the next couple of decades an intergenerational wealth transfer involving billions of dollars will pass from the ‘baby boomer’ generation to their descendants. The effectiveness of intergenerational wealth transfer will generally be measured by the tax effectiveness of the strategy resulting in the transfer of that wealth.  Some families will initiate the transfer whilst the holders of the assets are still alive. Strategies they [...]

By |2020-12-10T18:38:46+10:00August 26, 2013|Estate Planning, Wealth Management|0 Comments

Tax refund wisdom

Tax refund wisdom enhances wealth management Tax refund wisdom is exercised when you use your refund effectively and in recognition of how your taxable income has been calculated - and hopefully, strategically - and you recognise that it isn’t a gift from the ATO (or from the government)! It ensures that the refund isn't 'wasted' on discretionary spending, rather sees it used to enhance the attainment of financial goals. You [...]

By |2021-01-18T12:02:41+10:00July 16, 2013|Investment Strategies, Wealth Management|1 Comment
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