Downsizer contributions can be time critical
With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.
Categories for Financial Planning News
Deeming freeze a win for Age Pensioners
Why the decision to keep deeming rates on hold may be a window for interest rates.
Plan now to take advantage of stage 3 tax cuts
With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.
Investment and economic outlook, May 2024
Region-by-region economic outlook and latest forecasts for investment returns.
Middle-to-higher incomes boosting SMSF growth
The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.
ATO warns trustees about increasing crypto scams
SMSF trustees are being warned to be on the lookout for crypto investment scams.
The Shortest-reigning Monarchs in History
Check out the Shortest-reigning Monarchs in History
ACCC scam report
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers.
Australia’s debt service ratio ‘extraordinary’: CBA
The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
