SMSF account openings shift from self-directed to advised clients
The statistics have begun to change coming out of the COVID-19 pandemic, according to new findings from Australian Investment Exchange Limited (AUSIEX).
Categories for Financial Planning News
SMSFs warned on NALE uncertainty
Heffron says SMSFs still need to be cautious around non-arm’s length arrangements.
Where self-managed super funds are investing
Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement.
Investing for a house deposit
Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit.
Constructing a portfolio using investor profiles
Vanguard research showed that not all younger investors had a high equity allocation and not all older investors reduced risk as they aged. Consider constructing a portfolio using diversified funds that not only considers your investment time frame, but also aligns to your attitude towards risk.
ATO upgrades Online services for SMSF auditors
The ATO has made a number of enhancements to Online services for business to improve the process of lodging auditor contravention reports and audit complete advices.
Government intervention in super a ‘low priority’ for consumers
Access to healthcare and the cost of living rank higher, according to a recent survey.
Federal budget 2022: Winners and Losers
With a federal election only a couple of months away, find out who's getting a cash boost — and who's not — in Treasurer Josh Frydenberg's latest budget.
Federal Budget 2022 and YOU – Part 2
Part 2: The second half of a detailed breakdown of last night’s Federal Budget. Also included are the budget documents themselves for those who like their information to be as granular as possible. Part 2 is set out in this way to help quickly find information that affects you, your family, and your region.
Federal Budget 2022 and YOU – Part 1
Part 1: Any government Budget consists of information about all areas the respective government manages for the tax payer. The Federal Budget is no exception and set out below are half of the areas this year's Budget covered. It is set out in this way to help quickly find information that effects you, your family and your region.
