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So far Navwealth has created 13 blog entries.

A Night With Navwealth

Thank you to everyone who attended 'A Night With Navwealth' on Tuesday night at Macquarie Bank. We enjoyed a very informative economic update from Macquarie's Associate Director, Ben Forrester and were very entertained by Jackie Furey's presentation on Love & Money. It was also lovely to catch up with so many Navwealth clients. We received wonderful [...]

By | April 11th, 2019|Categories: Uncategorized|Comments Off on A Night With Navwealth

Quarter 1, 2019 – Financial Market Update

Key Points Following a dismal finish to 2018, share markets bounced out of their early January lows to record a strong start to the 2019 calendar year. Major highlights for the quarter included: A strong recovery in global and domestic equity markets Fixed interest markets rallied with Australian bonds hitting a new all-time low (as [...]

By | April 11th, 2019|Categories: Uncategorized|Comments Off on Quarter 1, 2019 – Financial Market Update

STP – We are ALL in

  What is STP? Single Touch Payroll is a new Australian Taxation office Initiative aimed to provide real time (or limited time) online payroll reporting. It is also being touted as a system or method for employers to lodge employee payroll details with the ATO. What payroll data do you need to know?          STP reports [...]

By | March 19th, 2019|Categories: Uncategorized|Comments Off on STP – We are ALL in

An end of year perspective on financial markets

After showing great promise throughout the year, 2018 has ended disappointingly for investors. As at mid-December,  Australian and global share markets have produced returns of negative 2% to 3% (including dividends) for the calendar year. Cash and fixed interest returns have been moderately positive, ranging from less than 1% for global fixed interest to just [...]

By | December 20th, 2018|Categories: Uncategorized|Comments Off on An end of year perspective on financial markets

Market Correction Comments – 14th November 2018

A comment on Equity Market Volatility The market’s recent weakness (the S&P/ASX 2001 is down 9.8% and in the US the S&P 500 is down 7.1% from their recent highs) has been the result of a confluence of factors, in particular, i) continued US Federal Reserve rate rises as well as rising bond yields, ii) [...]

By | November 20th, 2018|Categories: Uncategorized|Comments Off on Market Correction Comments – 14th November 2018

What’s changing on 1 July 2018?

The recent federal budget once again provided some insights into the governments broader fiscal plans for the economy, however, given the current political environment, a looming federal election and the fact that most budget initiatives will not commence until June 2019, there is a real possibility that the budget initiatives will not be passed and [...]

By | June 20th, 2018|Categories: Uncategorized|Comments Off on What’s changing on 1 July 2018?

Individuals

From a personal taxation perspective there are only minor changes that will affect the 2019 financial year. Personal tax bracket changes The top threshold of the 32.5% personal income tax bracket will increase from $87,000 to $90,000. Introduction of the Low & Middle Income tax offset Individuals that have a taxable income of up to [...]

By | June 18th, 2018|Categories: Uncategorized|Comments Off on Individuals

Companies & Other Trading Entities

One-off Superannuation Guarantee Amnesty The amnesty applies to employers that have not fully paid the Superannuation Guarantee from 1 July 1992. Yes that’s right since 1992. However, to qualify for this amnesty, employers must own up and complete the ATO’s SG Amnesty Form. Once completed, payments can be made in full or over a period [...]

By | June 18th, 2018|Categories: Uncategorized|Comments Off on Companies & Other Trading Entities

Navwealth Newsletter 2018

  Welcome to our annual newsletter for 2018... In this edition, Craig shares insights including learnings from 2017, which was a year of massive change in the Superannuation industry.  As more of our clients are entering a phase of their life when Aged Care for themselves or a parent is paramount, we have included information [...]

By | May 24th, 2018|Categories: Blog|Comments Off on Navwealth Newsletter 2018

Business or Strategic Planning Review and Update

We believe the most effective business planning process is one that produces a succinct one page plan which encompasses a number of traits. We believe that gone are the days of phone book style business plans which are filled with words. Whilst they might have all the necessary information relating to the business goals and [...]

By | May 3rd, 2018|Categories: Uncategorized|Comments Off on Business or Strategic Planning Review and Update