The biggest assets growth areas for SMSFs
What five years’ worth of SMSF asset allocation data reveals.
Categories for Financial Planning News
Caregiving can have a retirement sting
Around 3 million Australians are unpaid caregivers. Most face a super risk.
Be clear on TBA pension impact
The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
Leaving super to an estate makes more tax sense, says expert
It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
Investment and economic outlook, October 2024
The latest forecasts for investment returns and region-by-region economic outlook.
Compliance documents crucial for SMSFs
Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
ATO reviewing all new SMSF registrations to stop illegal early access
The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
The Leaders Who Refused to Step Down 1939 – 2024
Check out the The Leaders Who Refused to Step Down 1939 - 2024
ASIC extends reportable situations relief and personal advice record-keeping requirements
ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.
Age pension fails to meet retirement needs
New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
