Author Archives for wybenga_admin

Transferring wealth to the next generation

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.

Intergenerational Report 2023

Single-asset segregation barred

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

The top mode of transport in the world

check out the top modes of transport and how prevalent they are.

Returns rebound in 2022-23

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.

Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.

Our investment and economic outlook, July 2023

Read our latest forecasts for investment returns and our region-by-region economic outlook.

Taxing unrealised capital gains a grave concern: Burgess

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.

From purchase to lease, SMSF property documentation is essential

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.

Living comfortably in retirement just got more expensive

The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.