Christian Poetoe – Specialist Wealth

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Get the latest news, blog posts and podcasts about financial services for the medical professionals, useful information about financial services products, and great tips and tricks to support your financial journey.

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September 10, 2024

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Tips and tricks from the experts; protecting yourself from identity theft

In today’s increasingly digital world, protecting your identity online is more crucial than ever. Cybercrime, particularly identity theft, has become a growing concern in Australia, with online fraudsters and hackers continuously finding new ways to exploit vulnerabilities.

June 6, 2024

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Analysis: advised clients fare better in life insurance claims

Recently published data highlights that advised life insurance clients typically achieve an improved result in the life insurance claims process compared to claimants who do not benefit from expert advice from a financial advisor.

June 3, 2024

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Will the changes to superannuation threshold impact you?

It’s important to note that key changes to the superannuation thresholds are coming into effect from the 1st of July 2024 (applicable to the 2024-25 financial year) and these changes might impact high-income earners such as medical practitioners both on a personal and business level.

The product and economic information available on this web site has been compiled by Specialist Wealth Pty Ltd from data sources within the market, which are believed to be reliable. Specialist Wealth Pty Ltd, associated companies or any of their employees, directors or agents will not be liable for any loss or damage arising as a result of reliance on this information by the reader (except for any statutory liability which cannot be excluded).

Information provided in this website is not intended to be personal financial advice and is for general information only.

Readers should only act on information after having received professional advice appropriate to their personal circumstances.

April 15, 2024

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ATO targets SMSF valuation compliance: an update for medical practitioners

In an attempt to tighten regulatory compliance within the self-managed superannuation fund (SMSF) sector, the Australian Taxation Office (ATO) has turned its focus towards over 16,500 SMSFs. The scrutiny comes amid revelations that these funds have consistently reported identical values for specific asset classes across at least three income years, raising concerns over adherence to market valuation obligations.