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Wren Advisers

Downsizer contributions a big opportunity

Downsizer Contributions

Downsizer contributions allow people aged 65 and over to make super contributions of up to $300,000 per person from the …

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Profits are stalling but not falling

February and August are the two biggest months in the stockbroking calendar because that’s when most ASX-listed …

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Superannuation contribution limits for 2019-20

Superannuation contributions in Australia fall into two broad categories: concessional and …

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Are company earnings going pear-shaped?

The first-half profit reporting season has now ended and the numbers suggest that many businesses are doing it tough. …

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More hits than misses in latest profit results

The first half profit reporting season has now drawn to a close and the news has generally been better than expected. Of …

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US weightings near a record high in most global share funds

The latest Wren Advisers Portfolio Poll shows that global share funds continued to lift their holdings in the US during …

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Superannuation contribution limits for 2017-18

Australia has had limits on superannuation contributions since 1 July 2007. These fall into two broad categories: …

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Is the CGT cost base reset right for you?

Transitional capital gains tax (CGT) relief is temporary measure available to trustees of superannuation funds who might …

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Managing the $1.6 million Transfer Balance Cap

It’s been nearly eleven years since Treasurer Peter Costello introduced the ‘Simpler Super’ reforms in the 2006 Federal …

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Seven key takeaways from the profit reporting season

August is a big month on the local financial calendar because that’s when most ASX companies report their full-year …

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AFSL No. 247124 · Tel (03) 9663 6602 · Melbourne, Victoria