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Federal Budget Summary 2024-25 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/797c846e-9deb-4988-9040-f3b37c8b19aa/Capture1.JPG News - Federal Budget Summary 2024-25 - Resident tax rates and thresholds from 2024-25 onwards https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1715740277007-7RKJ6YLFP41EJH63O7AR/image-asset.jpeg News - Federal Budget Summary 2024-25 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/60c514bc-092b-411e-bf38-2e33a166ab14/Capture.JPG News - Federal Budget Summary 2024-25 - Since 1 July 2023, the threshold amount for financial investments is $60,400 (for single) and $100,200 (for members of a couple). https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1715728726639-X01SD6H1GPIOSNV4SP0U/image-asset.jpeg News - Federal Budget Summary 2024-25 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/research-insights-market-commentary-april-2024 monthly 0.5 2024-05-14 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1714710591850-1NUOSIV3BILPO9KGLICH/image-asset.jpeg News - 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Research Insights | Market Commentary March 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/money-insights-how-do-you-know-if-a-comfortable-retirement-is-within-reach monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1712022425850-PPXJVX8NO77EANP8L3YU/image-asset.jpeg News - How do you Know if a Comfortable Retirement is within Reach? https://www.plus7fm.com.au/news/money-insights-you-most-valuable-asset-and-how-to-protect-it monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1712021942327-QZWW7IBXJ891OG9W4KVV/image-asset.jpeg News - Your Most Valuable Asset and How to Protect It https://www.plus7fm.com.au/news/money-insights-property-now-v-30-years-ago monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1712021000878-6FB3YN2SURRXQSL1H0V4/image-asset.jpeg News - Property Now v 30 Years Ago https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/cc004782-503d-4713-aaca-e72876371404/NowV30.PNG News - Property Now v 30 Years Ago - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/b2621f44-d018-4444-8076-d5dbf23269d5/NowV30+image+2.PNG News - Property Now v 30 Years Ago - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-february-2024 monthly 0.5 2024-04-22 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1710723363878-59BTTD37JWX8TBPLL632/image-asset.jpeg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for February 2024 https://www.plus7fm.com.au/news/research-insights-market-commentary-february-2024-s2lac monthly 0.5 2024-04-02 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/ede72a73-1f03-4778-a982-f0ec41e78817/3.JPG News - Research Insights | Market Commentary February 2024 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/2f00bdaa-1568-4fd1-a935-1da7ac6b833f/Capture.JPG News - 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Research Insights | Market Commentary December 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-november-2023 monthly 0.5 2024-01-22 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1703034311952-L081C0W28FHRDIM65F8W/image-asset.jpeg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for November 2023 https://www.plus7fm.com.au/news/research-insights-market-commentary-november-2023 monthly 0.5 2024-02-13 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1702258100973-T3RLHHSVB5ZOQBLXJA78/image-asset.jpeg News - Research Insights | Market Commentary November 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/2a569029-9256-47b8-9466-6a62eb8f3d6b/Market+Commentary+November+2023.PNG News - Research Insights | Market Commentary November 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/financial-insights-november-2023 monthly 0.5 2024-02-13 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/341ea468-3ee5-4310-964e-da9a3b10a3dc/AAT.jpg News - Financial Insights - November 2023 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/f9a13889-b4e1-4166-8184-af247a27d2ee/Table+summaries.JPG News - Financial Insights - November 2023 - Make it stand out When making contributions close to 30 June, clients should be vigilant and allow sufficient time for the contribution to actually be received. https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/721015a3-2669-467a-9569-d60c59e3240f/Graph.JPG News - Financial Insights - November 2023 - Make it stand out The SMSF was the sole unit holder of a unit trust which the taxpayer was a director who had significant influence on all other directors. The unit trust lent money to a related entity referred to as ABC which the taxpayer was also the controlling director by influence. ABC then on-lent to a related entity referred to as DEF which the taxpayer was also a controlling director by influence. DEF then on-lent to independent third parties who undertook development activities. The same interest rate was used on loans between the unit trust, ABC, DEF and independent third parties. However,ABC and DEF did make a modest amount of ‘handling’ profit by charging certain fees on the loans. For example, for a loan amount of $725,000.00, DEF would receive and retain an establishment fee ($11,962.50), a mortgage sale fee (if a mortgagee sale occurs) ($36,250.00), and a discharge fee ($500.00/lot, anticipated to be 26 lots = $13,000.00). ABC would be entitled to an amount of 0.5% of the loan amount upon either discharge of the mortgage or repayment of the loan from DEF. After auditing the SMSF, the ATO argued that the lack of margin on the interest rate paid to ABC and the Unit trust was not at arm’s length. Likewise, it was argued that ABC’s fees were “unsustainably low”. The taxpayers argued, with support of two expert witnesses who were lawyers with experience in private lending, that it was typical to have on-lending arrangements on such terms and that the interposed entities (DEF and ABC) could be used to share the risk and that the rewards here for those intermediaries were within the reasonable bounds acceptable within the commercial market. https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-october-2023 monthly 0.5 2023-12-20 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1700466635961-EO35A2HPGP6VDI9GHZQS/image-asset.jpeg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for October 2023 https://www.plus7fm.com.au/news/research-insights-market-commentary-october-2023 monthly 0.5 2024-02-13 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1699414797632-Q3HT0A0UV2PVO1DYWMUK/image-asset.jpeg News - Research Insights | Market Commentary 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out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-september-2023 monthly 0.5 2023-10-27 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1697505285682-SMXTO97JITFAM4HWTSGP/image-asset.jpeg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for September 2023 https://www.plus7fm.com.au/news/research-insights-market-commentary-september-2023 monthly 0.5 2024-02-13 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1696475693047-2QX05O9SIP03BIE14W3E/image-asset.jpeg News - Research Insights | Market Commentary September 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/b2516f83-c2e0-4ef4-9045-6d6e8f949b4a/Research+September+2023.PNG News - Research Insights | Market Commentary 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Market update October 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-august-2022 monthly 0.5 2022-12-04 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/d0e7fd4d-4e7e-4a65-b171-223e5b24b215/shutterstock_1500592778.jpg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for August 2022 https://www.plus7fm.com.au/news/research-insights-market-commentary-august-2022 monthly 0.5 2022-12-04 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1668050959661-2FP8FSQKZ3DC9XP4KVHU/shutterstock_2018230646.jpg News - Research Insights Market Commentary August 2022 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1669533227339-1IMM9103EKCIUTKZCHW6/Research-2022.png News - Research Insights Market Commentary August 2022 - Make it stand out Whatever it is, the way you 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Updates for July 2022 https://www.plus7fm.com.au/news/research-insights-market-commentary-july-2022 monthly 0.5 2022-12-04 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1669533224331-OAMNJ0HBAOVE6GS61GL2/shutterstock_1150770380.jpg News - Research Insights - Market Commentary July 2022 https://www.plus7fm.com.au/news/australian-unity-pro-d-investment-funds-monthly-fund-updates-for-june-2022 monthly 0.5 2022-12-04 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1669533063502-6AU8EWW7KTOMF9YT5LH0/shutterstock_1697077897.jpg News - Australian Unity Pro-D Investment Funds – Monthly Fund Updates for June 2022 https://www.plus7fm.com.au/news/planning-for-the-future monthly 0.5 2022-12-04 https://images.squarespace-cdn.com/content/v1/63647be60050ff2c71cd576b/1669533223135-OGCU8K8JOGXDGSMEDJET/shutterstock_1072103564.jpg News - Planning for the future 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