Regular reviews and safekeeping of documents vital: expert
Keeping track of all documents relating to an SMSF trust deed is important if an estate planning issue arises, says an industry expert.
Categories for Financial Planning News
Trustee decisions are at their own discretion: expert
A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.
Illegal access nets $637 million
The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.
Investment and economic outlook, January 2024
Region-by-region economic outlook and latest forecasts for investment returns.
Four timeless principles for investing success
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.
Super literacy low for cash-strapped
Financial literacy around superannuation is poor for many lower-income people, who still question why they can’t access their funds until retirement age.
Why investors are firmly focused on interest rates
2024 is very much a story of how quickly and how sharply rates will start coming down.
Plan now to take advantage of 5-year carry forward rule: expert
This is the last year that the five-year catch-up contribution rules for concessional contributions can be used for those who are eligible, warns a leading educator.
Quarterly reporting regime means communication now paramount: expert
Communication between SMSF trustees, accountants and advisers is more crucial than ever with the quarterly reporting rules coming into force, says a leading specialist.
