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Latest Financial Planning News
- Four SMSF breaches high on the ATO’s radar
The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.
- Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home.
- Investment and economic outlook, February 2025
The latest forecasts for investment returns and region-by-region economic outlook.
- TBC increase not just about pensions
An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.