Could your SMSF do with more diversification?
March 26, 2024 12:00 am Comments Off on Could your SMSF do with more diversification?Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification.
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Planning financially for a career break
March 23, 2024 12:00 am Comments Off on Planning financially for a career breakA pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks.
Investment and economic outlook, February 2024
March 21, 2024 12:00 am Comments Off on Investment and economic outlook, February 2024Region-by-region economic outlook and latest forecasts for investment returns.
Latest stats back up research into SMSF longevity and returns: educator
March 18, 2024 12:00 am Comments Off on Latest stats back up research into SMSF longevity and returns: educatorThere was a dramatic decrease in the number of SMSF wind-ups from 2018 to 2023, indicating that the SMSF sector is outperforming APRA funds in both returns and customer satisfaction, says a leading educator.
Regular reviews and safekeeping of documents vital: expert
March 14, 2024 12:00 am Comments Off on Regular reviews and safekeeping of documents vital: expertKeeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.
Trustee decisions are at their own discretion: expert
March 13, 2024 12:00 am Comments Off on Trustee decisions are at their own discretion: expertA trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.
Illegal access nets $637 million
March 9, 2024 12:00 am Comments Off on Illegal access nets $637 millionThe ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.
Wheat Production by Country
February 29, 2024 12:00 am Comments Off on Wheat Production by CountryCheck out the countries that produce the most wheat.
Investment and economic outlook, January 2024
February 26, 2024 12:00 am Comments Off on Investment and economic outlook, January 2024Region-by-region economic outlook and latest forecasts for investment returns.
Four timeless principles for investing success
February 23, 2024 12:00 am Comments Off on Four timeless principles for investing successInvesting success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.
