Get insights into current market conditions and how Moore Australia's Wealth Management team is navigating them. 

Get insights into current market conditions and how Moore Australia's Wealth Management team is navigating them. Read about the recent quarterly investment committee meeting and the team's long-term views on markets. Contact us for more information.

At Moore Stephens, we’re left optimistic by the 76 recommendations of Commissioner Hayne’s final report. Why? The report endorsed what we’ve always believed – compliance is critical to putting our clients' needs first.

It is vital for those with a self-managed super fund (SMSF) to carry out the necessary checks before purchasing a property in their SMSF, especially where borrowing is involved.

Our experienced advisors have listed a number of checks to consider before purchasing a property with your SMSF.

The super reforms that will commence on 1 July will have significant consequences for all Australians. Now is the time to take stock of what is changing and understand what you can do to ensure a secure retirement. 

Self-managed super funds (SMSFs) can be vulnerable to disputes, especially when family members are involved.
 
If left unresolved, disputes surrounding SMSFs can result in a hefty bill. SMSF disputes may be caused by various relationship breakdowns, for example, those funds with parents and siblings as members and trustees, or in cases where there is simply a clear difference of opinion.

This year’s Federal Budget saw a raft of changes to superannuation with introduced measures intended to improve the sustainability and integrity of Australia’s superannuation system.

While the ATO continues to crackdown on tax minimisation strategies, quite a few legal pathways to paying less tax while preserving wealth for retirement or estate planning purposes still exist. Family trusts have significant tax saving abilities that make them an attractive tool for wealth creation.

2016 has seen markets across the US, Eurozone & Asia suffer losses in excess of 5% and up to 14% while Australian Shares have fallen over 6%. This has seen markets fall to levels seen throughout the second half of 2015. Concerns are centred around the Chinese economy, the US Federal Reserve raising interest rates and the impact of the rising US dollar against the falling Chinese Renminbi. The falling oil price has also effected markets and has again raised concerns over emerging markets.