Latest News

Latest Articles

• ATO reviewing all new SMSF registrations to stop illegal early access
  The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
• Compliance documents crucial for SMSFs
  Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
• Investment and economic outlook, October 2024
  The latest forecasts for investment returns and region-by-region economic outlook.
• Leaving super to an estate makes more tax sense, says expert
  It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
• Be clear on TBA pension impact
  The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
• Caregiving can have a retirement sting
  Around 3 million Australians are unpaid caregivers. Most face a super risk. 
• The biggest assets growth areas for SMSFs
  What five years’ worth of SMSF asset allocation data reveals.
• 20 Years of Silicon Valley Trends: 2004 - 2024 Insights
  Check out the 20 years of Silicon Valley Trends
• Investment and economic outlook, September 2024
  The latest forecasts for investment returns and region-by-region economic outlook.
• Economic slowdown drives mixed reporting season
  Many Australian companies are still battling economic crosswinds and headwinds.  
• ATO stats show continued growth in SMSF sector
  The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued growth.
• What are the government’s intentions with negative gearing?
  Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious policy.
• A new day for Federal Reserve policy
  What the Federal Reserve's policy shift means for rates.  
• Age pension fails to meet retirement needs
  New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
• ASIC extends reportable situations relief and personal advice record-keeping requirements
  ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.