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Welcome to the Autumn 2009 edition of the Taggart Report

Happy Easter everyone. We hope you had a good break over Easter.

This edition of our newsletter provides some important information on changes to Self Managed Superannuation Fund in-house asset rules, so if you have a self managed super fund please be sure the read this article.

There are also a number of other articles relevant to our current global economic environment, and also in relation to general insurance matters.

Finally, congratulations to Melinda Taggart on her recent marriage to Cameron Garland and welcome to our new team member Natalie Falcone.

We hope you enjoy reading this edition of the Taggart Report.

In-house asset rules and Self Managed Superannuation Funds

by Taggart Team

If you have your own Self Managed Super Fund [SMSF] you will need to be aware of the changes in the in-house asset rules. In 1999, changes to the in-house rules applying to super funds, including SMSF's, were legislated. The ten-year transition period that applied to some of these changes expires on 30 June 2009.

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Coping with redundancy

by Dr Jim Taggart OAM

The last decade has been good for job seekers. Unemployment has been low, and companies have been crying out for good staff. The resources boom continues to shield Australia from some of the problems being experienced in other countries, but parts of our economy are starting to show signs of weakness in the face of higher interest rates and petrol prices.

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Super Co-contribution - the end of Financial Year is fast approaching!

by Dr Jim Taggart OAM

The end of the 08/09 financial year is fast approaching and now is a good time to consider whether you want to make that personal contribution to possibly be leigible for the Government co-contribution.

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The Taggart Group of Companies - What we can do for you.

by Taggart Team

We are often asked about our services and what we offer for our clients. We thought it would be a good time to remind everyone what The Taggart Group Pty Ltd and Taggart Nominees Pty Ltd can do for our clients.

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