Federal Budget changes to CGT will affect a popular lump-sum super strategy from mid-2027. Here's what pre-retirees need to know before then.
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While the RBA held the cash rate at 4.35% in June, three successive rises earlier in the year – in tandem with major changes to CGT and negative gearing – continue to influence the property market. What you may be seeing are headlines around reducing borrowing power and falling property values. The situation is a little
According to JPMorgan’s ‘Annual equity returns and intra-year declines’ data released on 30 June, the average ASX 200 intra-year drop over the past 32 years was 13.8% (median 11.5%). While that might seem alarming, what is interesting is what happens afterwards. Despite that recurring mid-year drop, the ASX 200 has still finished the calendar year
Weeks on from the Budget and we’ve seen some dramatic shifts across the property market. Investors are pulling back, with a flow-on effect on auction clearance rates, loan enquiries and, for some, borrowing capacity. The revamped capital gains tax (CGT) and property gearing changes in Australia are reducing investor tax breaks and therefore the net
Around 1.4 million business owners in Australia will retire by 2036 – and 33% have no succession plan. That’s according to PwC’s 12th Family Business Survey, which also found that succession plans may stall due to specialised skill gaps, a need to balance family legacy with innovation and resistance from the senior generation to transition leadership, which was cited
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