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Categories for Financial Planning News
Insights from the 2019 Vanguard / Investment Trends SMSF survey
The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.
What falling interest rates mean for investors
The Reserve Bank of Australia's official cash rate is at a record low of 1 per cent, with further cuts predicted as the central bank strives to offset perceived economic weakness.
ATO releases ‘welcome guidance’ on death benefit income streams
The ATO has provided guidance on what action SMSF trustees should take where they have failed to meet the minimum pension payment requirements for a death benefit income stream.
Super growth reducing age pension drawdown
Less than half of new retirees accessed the age pension last year and of those who did, only one-quarter drew a full pension, according to new research from annuity provider Challenger, which claims superannuation is working on a mass scale.
Big four firm outlines new financial year checklist for SMSFs
With the new financial year starting, one of the big four accounting firms has highlighted the key areas on which SMSF professionals should focus their attention for SMSF clients.
Australia – the story goes on.
One great source of data about Australia. Become better acquainted with the country we... View Article
Consolidate your super and save
If I offered you a year's pay for an hour or so of work, you would probably jump at the opportunity.
Critical documentation steps flagged with switching SMSF loans
With an increasing number of SMSF clients looking to switch loans following the exodus of the major banks from SMSF lending, a law firm has highlighted some of the considerations and important steps with documentation in this process.
