Latest News

Latest Articles

• Women still outpacing men in SMSF establishments
  More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.
• Economic and market outlook for 2025: Global summary
  The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.
• Preparing to lodge quarterly January TBAR
  The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.
• How to overcome your investment fears
  Are you thinking of investing but feel held back? Here's how to get started.
• Navigating the outcome of the U.S. election
  History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.
• Divorce doesn’t alter contribution rules
  The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.
• $3m super tax officially abandoned for this year
  The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.
• Top 20 Most Watched Christmas Movies ever - pre covid
  Check out the top 20 Most Watched Christmas Movies ever - pre covid
• A Unique Advent Calendar
• 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.