Categories for Financial Planning News
Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.
LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.
NALE bill passed by parliament
The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.
How to get into the retirement comfort zone
A third of Australians retire without a plan. Here's why you should have one.
Many Australians have a fear of running out
Longevity risk is a growing concern for many working Australians as well as retirees.
SMSF assets reach record levels amid share market rally
How SMSF trustees are investing their retirement savings.
The superannuation changes from 1 July
The super changes on the way from the start of the 2024-25 financial year.