Author Archives for wybenga_admin

Trustee decisions are at their own discretion: expert

March 13, 2024 12:00 am Published by Comments Off on Trustee decisions are at their own discretion: expert

A 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 Published by Comments Off on Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.


Four timeless principles for investing success

February 23, 2024 12:00 am Published by Comments Off on Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.


Super literacy low for cash-strapped

February 21, 2024 12:00 am Published by Comments Off on Super literacy low for cash-strapped

Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.