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We believe it all starts with having the right information and guidance when it’s time to make key decisions.
Read our Insights for real-time practical and actionable business and wealth information we want our clients to know and do.
Changes to pension tests for downsizers
Age pensioners and income recipients are set to benefit from a change in rules to the eligibility tests in relation to their principal home. See how changes to the income and assets tests may affect you.
Know the 3 golden rules
Financial advice is everywhere you turn these days and despite all the tips, tricks and new digital tools to manage your finances, these three golden rules will never change.
Sharing economy reporting system to be implemented
Operators of sharing economy platforms will be required to report transactional information to the ATO from 1 July 2023. If you are operating in these platforms, make sure your information comes to us when we complete your tax return.
Electric vehicles to be exempt from FBT
From 1 July 2022, new electric vehicles under the luxury car limit will be exempt from fringe benefits tax. This means that an electric vehicle under $84,916 can be salary packaged for a substantial tax benefit.
Preparing to see a financial adviser
It's not every day you discuss your money and dreams with someone you've only just met. So what can you expect in your first meeting with your financial adviser?
The benefits of a financial planner
As financial advisers an important part of our role is to help you create a clear picture of the life you want, protect you from any nasty what-ifs, and help you take care of the people you love.
Ugly blokes
Profits from speculative share trading rely on the “bigger fool than though” theory as much as art work does.
AKW Newsletter 2022
Action. Knowledge. Wealth. At AKW, we believe it all starts with having the right information when it’s time to make key decisions. Download the AKW Newsletter and Know more. Do more.
Time to buy or sell?
$1,000 invested in the S&P 500 index in 1990 would total $20,451 by the end of 2020, so long as you remained invested the entire period. If, however you missed the best performing day, just one day over the two decades, you end up with $18,329. Missed the best 5 days?
Have you applied for your Director Identification Number yet?
The Director Identification Number system went live at the ABRS on 1 November 2021. Make sure you are aware of your obligations and get registered soon to stay compliant and avoid future penalties.