Hewison Insights

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Director/Private Client Adviser
Blogs

Volatility – an investor’s friend?

With much talk of late being about share market volatility, it is timely to review just what that means for long term investors.

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Chairman and Founder
Blogs

Excess superannuation contributions tax – unfair government revenue raising

The excess superannuation contributions tax penalty is a savage and unjust impost levied on Australian taxpayers who are doing no more than trying to maximise their retirement savings. The notion that around 35,000 Australians “deliberately” made excessive contributions to their superannuation funds in 2009 is absurd. Clearly, due to the complexity of the superannuation contributions caps regime, it is very easy to make a mistake and inadvertently make a contribution that exceeds the regulated caps. But rather than simply disallowing the contribution and returning any excess to the member, the Australian Tax Office (ATO) applies penalties from 46.5% to as high as 93%!

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Hewison Private Wealth
Hewison Quarterly
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Director/Private Client Adviser
Video

Hewison Investor Insight Seminar Series 26 May 2010 - Strategies to Maximise Wealth- Chris Morcom

Over the next two decades almost $70 billion of intergenerational wealth will change hands in Australia, but many will lose out due to lack of planning and low levels of understanding of the rules governing superannuation and death taxes – a complex area of super that’s not often publicised.

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Director/Private Client Adviser
Video

Hewison Investor Insight Seminar Series 26 May 2010 - Glenn Fairbairn - Superannuation Estate Planning

Over the next two decades almost $70 billion of intergenerational wealth will change hands in Australia, but many will lose out due to lack of planning and low levels of understanding of the rules governing superannuation and death taxes – a complex area of super that’s not often publicised.