SMSFs still on top for member satisfaction
SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.
Categories for Financial Planning News
World GDP Ranking (1960~2025)
How countries have evolved during this 65 year period is fascinating stuff to watch. This chart is based on IMF Reports.
Guide to writing a business plan
Whether starting a new business or re-planning an existing one, a business plan is always a good idea. Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.
Understanding home downsizing and super contributions
The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.
Videos to help understand financial planning topics.
Often watching a short video is a quicker way to understand what can otherwise be quite confusing. The following titles have just been added to our website and can be accessed at any time and by anyone.
Budget 2021: Retirement Outcomes
The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.
End of year (EOY) financial strategies
With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.
SMSF Association clarifies NALI issues around pension phase assets
The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.
SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.
Dealing with compliance complexities impacting overseas SMSF property
Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.
