Budget breakdown – Federal Government Analysis
The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
Categories for Financial Planning News
Winners & Losers
Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.
What is the future of advice and how far off is superannuation 2.0?
Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.
Getting to a higher level of financial literacy in Australia
The practical benefits of improving financial literacy.
The compounding benefits from reinvesting dividends
Using income distributions to purchase additional ETF units can significantly compound capital growth and income returns over time.
Investment and economic outlook, March 2024
Region-by-region economic outlook and latest forecasts for investment returns.
The 2025 Financial Year Tax & Super Changes You Need to Know!
The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25.
ATO investigating 16.5k SMSFs over valuation compliance
More than 16,500 SMSFs are being scrutinised by the ATO as they allegedly reported certain classes of assets at the same value for at least three income years.
Removed super no longer protected from creditors: court
A recent Federal Court ruling has found that the transfer of super from a husband to his wife’s superannuation account is no longer protected as an interest of the bankrupt in a regulated super fund under the Bankruptcy Act 1966.
