Edney Ryan Wealth Management

From this year, lost super accounts will be closed and transferred to the ATO more quickly than before.  Inactive accounts of “uncontactable” members will be transferred to the ATO if the balance is less than $2,000 (up from $200). Inactive accounts of “unidentifiable” members will be transferred to the ATO after 12 months of inactivity (down from 5 years). An... Read more

How do tax credits work? Tax credits are received by the shareholder with franked dividends. This is a credit for tax that has already been paid by the company at the rate of 30%, before the company’s profit was distributed as dividend. The shareholders income from dividends will only be taxed at the difference between their marginal tax rate and... Read more

The Hillross Awards Program recognises advisers and advisory firms across the country for their high levels of professionalism, wealth management expertise, customer service and business efficiency. The Hillross Adviser of the Year, 2012 the winner was our very own David Heyworth Hillross Managing Director Hugh Humphrey said David Heyworth was a deserving winner and the overwhelmingly positive feedback from his... Read more

Brendon Vade, Financial Planner at Edney Ryan Wealth Management has recently obtained accreditation from the Self-Managed Super Funds Professionals’ Association of Australia Limited (SPAA). SPAA is recognised as the leading association within the SMSF industry in Australia.  Brendon’s accreditation demonstrates his committment to providing industry-leading advice to clients with SMSF’s. If you have SMSF-related enquiries, contact Brendon to discuss.

As part of the Stronger Super measures, the Government recently introduced new obligations for SMSF Trustees. In addition to requiring a regular review of the fund’s investment strategy, trustees need also consider insurance cover for the fund’s members. Insurances may include life, TPD (total and permanent disablement), trauma and income protection. There is no obligation to take out a particular... Read more

In recent weeks the media has been informing us that margin lending has jumped for the first time in three years, with investors trying to benefit from the latest sharemarket rally. Banks are reporting twice as much interest in new margin loans compared to last year. In the margin lending business, financiers take on baskets of stocks as collateral against... Read more

House prices continued to improve in the last months of 2012, according to the latest figures released by the Australian Bureau of Statistics. Preliminary estimates show the price index for established houses in the eight capital cities rose 1.6% in the December quarter 2012. This was the strongest quarterly growth in almost three years. In the final quarter of 2012,... Read more

In response to our clients’ needs, Edney Ryan Wealth Management is pleased to announce that we are now able to off share brokerage facilities. We can now  buy and sell shares on behalf of our clients. We provide this service at substantially reduced brokerage rates, to save you money. Our Research and Advice We have access to independent research from... Read more

The most common thing we get asked about by people in their 20′s is the share market. With so many students doing business subjects all through high school and university, it is amazing that so few are taught the basics of how to start their own share portfolio. Unless you have an experienced friend, relative or a trusted family adviser... Read more

We often hear that our ‘Australian’ future may well be made in China. As part of our commitment to remain up-to-date with our advice to clients we recently sought a briefing from experts on one of the burning topics of global investments; China and its impact on the Australian Economy. Here we provide a short overview of the experts’ insights.... Read more