Are your adult children ready for the wealth transfer?
May 22, 2025 12:00 am Comments Off on Are your adult children ready for the wealth transfer?The inheritance wave is building but most people are unprepared for the ride
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How boosting your super can help you reduce your tax bill
May 20, 2025 12:00 am Comments Off on How boosting your super can help you reduce your tax billHere's how topping up your super can help reduce your tax bill
Trustees reminded of minimum pension drawdown
May 18, 2025 12:00 am Comments Off on Trustees reminded of minimum pension drawdownThe ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.
Investment and economic outlook, April 2025
May 15, 2025 12:00 am Comments Off on Investment and economic outlook, April 2025The latest forecasts for investment returns and region-by-region economic outlook
Why more Australian SMSF owners are looking to global equities
May 12, 2025 12:00 am Comments Off on Why more Australian SMSF owners are looking to global equitiesAustralian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.
$95bn loss predicted to Australian economy if Div 296 passes: analysis
May 9, 2025 12:00 am Comments Off on $95bn loss predicted to Australian economy if Div 296 passes: analysisAnalysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.
The Largest Empires in the World’s History
April 22, 2025 12:00 am Comments Off on The Largest Empires in the World’s HistoryCheck out the Largest Empires in the World's History
Trustees warned on early access
April 18, 2025 12:00 am Comments Off on Trustees warned on early accessThe ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.
SMSFs hold record levels of cash and property
April 15, 2025 12:00 am Comments Off on SMSFs hold record levels of cash and propertySMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.
Advisers should be aware of signs of elder abuse in SMSF structures
April 12, 2025 12:00 am Comments Off on Advisers should be aware of signs of elder abuse in SMSF structuresSMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.
