Retiree confidence undermined
Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.
Categories for Financial Planning News
Increase in prohibited loans a concern: ATO
While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.
SAR non-lodgment continues to be a concern: ATO
The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.
TBC increase not just about pensions
An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.
Investment and economic outlook, February 2025
The latest forecasts for investment returns and region-by-region economic outlook.
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home.
Four SMSF breaches high on the ATO’s radar
The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.
How to shift into pension mode
When and how you can access your super to start an account-based pension.
Five financial steps for the new year
The start of 2025 is a good opportunity to take decisive financial steps.
