Welcome to our Sydney Wealth Management team's 2018 Summer Wealth Management Update, covering all the latest news from the previous quarter.
Proposed abolition of franking credit refunds: A deep dive
The Labor Party has proposed to change part of the imputation system by disallowing cash refunds on imputation credits. Why are the changes being proposed? How will this impact investment portfolios? What is the potential loss from the abolition of franking credits? We answer these questions and more below. See more.
Is it better to maximise concessional contributions or pay-off your home loan?
One of the more common questions we are asked by clients is whether it is better to use surplus cashflow to maximise pre-tax contributions into superannuation or concentrate on paying off a home loan faster. There are numerous variables that impact the outcome, which we will explore further below. See more.