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ATO reviewing all new SMSF registrations to stop illegal early access
Compliance documents crucial for SMSFs
Investment and economic outlook, October 2024
Leaving super to an estate makes more tax sense, says expert
Be clear on TBA pension impact
Caregiving can have a retirement sting
The biggest assets growth areas for SMSFs
20 Years of Silicon Valley Trends: 2004 - 2024 Insights
Investment and economic outlook, September 2024
Economic slowdown drives mixed reporting season
ATO stats show continued growth in SMSF sector
What are the government’s intentions with negative gearing?
A new day for Federal Reserve policy
Age pension fails to meet retirement needs
ASIC extends reportable situations relief and personal advice record-keeping requirements
The Leaders Who Refused to Step Down 1939 - 2024
ATO encourages trustees to use voluntary disclosure service
Beware of terminal illness payout time frame
Capital losses can help reduce NALI
Investment and economic outlook, August 2024
What the Reserve Bank’s rates stance means for property borrowers
How investing regularly can propel your returns
Super sector in ASIC’s sights
Most Popular Operating Systems 1999 - 2022
Treasurer unveils design details for payday super
Government releases details on luxury car tax changes
Our investment and economic outlook, July 2024
Striking a balance in the new financial year
The five reasons why the $A is likely to rise further - if recession is avoided
What super fund members should know when comparing returns
Insurance inside super has tax advantages
Are you receiving Personal Services Income?
It’s never too early to start talking about aged care with clients
Taxing unrealised gains in superannuation under Division 296
Capacity doubts now more common
Most Gold Medals in Summer Olympic Games (1896-2024)
SMSF assets reach record levels amid share market rally
Many Australians have a fear of running out
How to get into the retirement comfort zone
NALE bill passed by parliament
Compliance focus impacts wind-ups
LRBA interest rates increase for 2025
Income-free areas set to increase from 1 July
Most Spoken Languages in the World
Middle-to-higher incomes boosting SMSF growth
Investment and economic outlook, May 2024
Transitioning into retirement: What you should know
Plan now to take advantage of stage 3 tax cuts
Deeming freeze a win for Age Pensioners
Downsizer contributions can be time critical
The superannuation changes from 1 July
The Deadliest pandemics in History
Budget breakdown – Federal Government Analysis
Winners & Losers
Federal Budget 2024
Getting to a higher level of financial literacy in Australia
What is the future of advice and how far off is superannuation 2.0?
Investment and economic outlook, April 2024
Australia’s debt service ratio ‘extraordinary’: CBA
Connecting an adviser with your children
ACCC scam report
The Shortest-reigning Monarchs in History
ATO warns trustees about increasing crypto scams
Aged care report goes to the heart of Australia’s tax debate
Removed super no longer protected from creditors: court
ATO investigating 16.5k SMSFs over valuation compliance
The 2025 Financial Year Tax & Super Changes You Need to Know!
Investment and economic outlook, March 2024
The compounding benefits from reinvesting dividends
Three things to consider when switching your super
Oldest Buildings in the World.
Illegal access nets $637 million
Trustee decisions are at their own discretion: expert
Regular reviews and safekeeping of documents vital: expert
Latest stats back up research into SMSF longevity and returns: educator
Investment and economic outlook, February 2024
Planning financially for a career break
Could your SMSF do with more diversification?
Countries producing the most solar power by gigawatt hours
Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
Quarterly reporting regime means communication now paramount: expert
Plan now to take advantage of 5-year carry forward rule: expert
Why investors are firmly focused on interest rates
Super literacy low for cash-strapped
Four timeless principles for investing success
Investment and economic outlook, January 2024
Wheat Production by Country
Time to start planning for stage 3 tax cuts: technical manager
Millions of Australians lose by leaving savings in default MySuper funds
Vanguard economic and market outlook for 2024: A return to sound money
An investment year of ups and downs
How to tame the market's skewness
The Countries that Export the Most Wine in the World
Tips for preparing for the best tax outcomes
Working after pension age
Does the NALI/E punishment fit the crime?
EPOA crucial for SMSFs, says professional adviser
Economic and market outlook for 2024: Global summary
Five investing tips for beginners
Setting up the next generations of retirees
A 2023 Advent Calendar for our clients
Most Expensive Wars In History
ATO takes hard line on in-house asset rules
How to budget using the 50/30/20 method
SMSFA says proposed super legislation will hit farmers, small businesses the most
Investment and economic outlook, October 2023
The benefits and risks of collectable super assets
Teaching children about the value of money
Most powerful countries throughout time.
Retirement is not just about dollars
Unfair Terms in a Standard Form Contract
Too many businesses roll the dice on tax debt: Jordan
Revised NALE rules ‘miss chance to clarify SMSF bugbear
6 simple rules will ensure a deed can be executed in all states
Our investment and economic outlook, September 2023
The benefits and risks of collectable super assets
High deposit rates, but the case for equities is strong
Most powerful LEADERS of All Time
Single-asset segregation barred
Intergenerational Report 2023
Transferring wealth to the next generation
Investment and economic outlook, August 2023
Managing complex relationships in SMSFs comes down to well-crafted deeds
Last chance for $25,000 super deduction
Super gender divide to remain a challenge
Oldest Buildings in the World
Advice-Related Complaints Low Despite Huge Rise In General
From purchase to lease, SMSF property documentation is essential
Taxing unrealised capital gains a grave concern: Burgess
Protect your business from cyber threats.
Our investment and economic outlook, July 2023
Understanding the role of custodians
Returns rebound in 2022-23
The top mode of transport in the world
Tax alert warning could catch more in the ATO web
Five questions that indicate how financially literate you are.
Preparing for EOFY tax scams with business and cyber resilience
High interest and inflation can pay dividends for SMSFs
Australians need a retirement confidence boost
The “secret” to financial freedom? Persist while others quit
Top 50 Greatest Cuisines
More Australians are unlocking home equity to fund retirement
Australians Seek Financial Independence – Report
Summary of Superannuation Issues and Recent Changes
Legislation changes give market-linked pensions better outcome
Inflation drives the cost of retirement to a record high
Banking on the Age Pension
The keys to high retirement confidence
The strong link between advice and retirement confidence
Top 50 Greatest Inventions in History
Unintended consequences of work test changes to be rectified
Banks launch scam awareness campaign
ATO warns of rise in SMSF identity fraud and investment scams
The importance of SMSF succession planning
Our investment and economic forecasts, April 2023
Overview of the Federal Budget 2023 – 24
2023 Federal Budget: Stronger foundations for a better future
Australian retirees face accelerating price pressures
Protect your business from cyber threats.
Devil in the detail on super changes
More women take up SMSF as others look for advice
More SMSF members accessing funds without meeting conditions: ATO
How Long Could You Survive Drinking Only .........
Weighing up cash deposits
Bank closures, market volatility call for perspective
China’s economic rebound lowers the odds of a global recession
No plans to extend NALI compliance relief, says ATO
Why most investors want human advice
Comparison: How Long It Takes To Decompose?
Contribution caps to stay the same for 2023–24 year
Three simple steps for financial wellness
Draft super objective to ‘protect super from interference’
Beating back inflation, but at what cost?
Why superannuation fund fees matter
100 Most Influential people in the world.
TBC set for double indexation from 1 July
ATO issues fresh warning on illegal early access schemes
When to be proactive about your portfolio
Digital advice firm optimistic QAR will ‘reset financial advice’
2022 by the numbers
ATO raises alarm on asset protection scheme for SMSFs
Downsizer age reduction now in force
SMSFs cautioned on ‘strict conditions’ with SMSF lending
Countries with the highest GDP per capita between 1800-2040
Transitioning into retirement: What you should know
Auditor flags surprising traps with e-signatures and SMSFs
A review of the last two decades in investing
A 2022 Advent Calendar for our clients
Volatility is here to stay
Three things to consider when switching your super
Making the most of your super limits
SMSF professionals play critical role in Age Pension planning
Positive results from research into the value of financial advice.
Advisers warned on major timing traps with lifetime CGT cap
Draft legislation released for franking credit changes
Budget October 2022-23 - Comprehensive summary
Federal Budget: all the key points you need to know
Federal Budget 2022: Winners and Losers
Federal Budget 2022/23 - Documents and Facts Sheets
ATO raises ‘illegal early access’ concerns with small business owners
Investors and recessions
Rapid interest rate rises reveal global market frailties
ASIC consulting on changes to SMSF advice guidance
ATO taking ‘harsher’ stance on loans to members
How costs can add up
Take action on valuations now to avoid delays, says ATO
Four powerful ways to build investing confidence
ATO provides cyber security tips for SMSFs
The advantages of investing early
Partial property sales eligible for downsizer
The Countries that Consume the Most Beer in the World
Three tips for building a good portfolio
ATO clarifies critical reporting deadline with TBAR transition
Pensions to face tougher scrutiny under new TBAR system
Withdrawal strategies before death require careful consideration
A retirement plan built to last
Proof of ownership flagged as ‘biggest’ crypto issue for SMSFs
Largest wind power producers in the world
How much money do I need to retire?
SMSFs warned on common mistakes with bare trusts
Should you be getting advice?
Tax Office homing in property deductions, SMSFs warned
NALI ‘not going away anytime soon’
State and Federal Covid support --- Aug 2022
Preparing your kids for financial success
Largest natural gas produces by country from 1970-2021
Strategic asset allocation: a timeless solution
Tax tips
Super, Death, and taxes
ATO responds to GST case involving SMSF
ATO statistics show 12 per cent jump in SMSF assets
Census 2021 Data
How diversification fights investor biases
Largest inflation rates by country in oceania
How much time and money do you need to consider investing
Talking money with a partner
Make the most of these super opportunities before June 30
ATO flags changes to TBAR reporting
RBA rate rise spurs mixed response from SMSF lenders
World GDP Ranking (1960~2025)
Work test changes open up TBC strategies for couples
Using trusts: Keeping it in the family
SMSF account openings shift from self-directed to advised clients
ATO ramps up identity fraud detection for new SMSFs
ATO ruling may offer solution to NALE issues
Largest cities in the world 1500 to 2100
Investors are becoming more ethically conscious
Weighing up value and growth
How advice gets you closer to your goals
Federal budget 2022: Winners and Losers
Government intervention in super a ‘low priority’ for consumers
ATO upgrades Online services for SMSF auditors
Constructing a portfolio using investor profiles
Investing for a house deposit
Where self-managed super funds are investing
SMSFs warned on NALE uncertainty
Federal Budget 2022 – Overview
Federal Budget 2022 and YOU - Part 1
Federal Budget 2022 and YOU - Part 2
Budget at a glance - Video
Mistakes to avoid when markets are turbulent
Fresh research challenges guidance on SMSF minimum balances
GDP by country since 1800
Risking your retirement
A total returns approach to rebalancing
SMSFs still experiencing delays with SuperStream
APRA proposes updates to super data transparency
Why investment predications can be likened to weather forecasts
What to expect in 2022
Important detail highlighted in legacy pension draft regulations
Vaccination rates (Dose)
‘Catastrophic consequences’: Government lobbied on NALI rules
ATO releases new guidelines to combat identity theft
Volatile markets underscore importance of discipline
Financial burden of COVID sees rise in illegal loans to members
6-member SMSFs proving popular for older trustees
ATO holds off on TBAR compliance
Bull vs Bear
One of the most read articles in 2021
Advisers warned on joint entity hurdles for ‘sophisticated investor’ qualification
Excuses limited for late death benefit payments
Our 2021 Advent Calendar.
Rising life expectancies and retirement
Asian Economies (1960 - 2020)
Australians planning to work longer to achieve retirement satisfaction: Fidelity
The real impact of investment choices
A savings strategy for children's education
Inflation expectations hit 7-year high
Why more Millennials are turning to SMSFs
ASIC releases new guidance on crypto investment products
Planning your financial legacy
New FAR regime and CSLR changes before Parliament
Three behavioural factors that can affect retirement spending
World's most productive countries
SMSFs flagged on updates to contribution measures in upcoming super bill
The dos and dont's of revenge spending
ATO extends COVID-19 relief for SMSFs
Three ways to keep market uncertainty in perspective
SMSFs, employee share schemes & NALI
Low interest rates require a strategic rethink
Greenhouse gas emission by country since 1880
SMSFs can face situational traps affecting related-party transactions with former spouse
The right way to rebalance your investment portfolio
Lockdowns and mental health
The rise of the female investor
ATO flags availability of COVID-19 early release super recontribution
World's largest armies 1816 - 2020
Retirement can be risky business
A proven way to build wealth
Two AAT decisions on what constitutes business real property
ATO zeroes in on SMSF lifestyle assets
SMSF scams are on the rise: Here’s how to fight back
Four steps to plan for a better retirement
‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
Videos and other resources for our clients
SMSF members highly satisfied with funds
6-member SMSF registration availability to begin mid-August
SMSFs go for growth
Tax time: calculating investment income and deductions
ATO extends Division 7A relief
Drawdown relief for all pensions
Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
What's your risk profile?
Downsizer and bring forward combination creates new opportunities for super strategy
Trust deed must include certain items
Five investing tips for beginners
End of year financial strategies
Budget 2021: Retirement Outcomes
Videos to help understand financial planning topics.
SMSFs still on top for member satisfaction
Understanding home downsizing and super contributions
ATO issues final warnings on outstanding SARs
New SMSF quarterly statistics highlight continued post-COVID recovery
Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
Federal Budget 2021 - Overview
Building a more secure and resilient Australia
Federal Budget 2021 - Health
Asset allocations still hold the key
Why Australian households are getting richer
Dealing with compliance complexities impacting overseas SMSF property
SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
SMSF Association clarifies NALI issues around pension phase assets
5 strategies for successful ‘work from home’ policies
A new crypto world is emerging - the non-fungible token
Retirees aren’t sitting on their super: ASFA
COVID crash: one year on
Phishing scams that pretend to be very reputable companies - BEWARE!!
ATO releases updated guidance on LRBA and Division 7A interaction
Understanding the coming super balance cap changes
A broad range of Calculators.
ATO’s good-faith approach to crypto won’t last much longer
Navigating the post-pandemic challenges and pathways of super for young women
ATO Small Business Newsroom
Cost of retirement up in December quarter
Why benchmarking will be good for super funds
What exactly is inflation?
The risks in hunting for higher returns
Frydenberg flags super freeze
The real value of advice
Taking a deeper dive into indexation of the transfer balance cap
ASIC sounds warning around high-yield bond scams
How to pass the diversification test
Rollout of Director ID Numbers (DIN) is ahead of schedule
The perks of staying invested
Retirees proceeding with downsizing plans as confidence rises
Early access boosted interest in advice
Vaccination rates as they happen around the world
Approaching the dawn
Videos and other resources for our clients
Retirement the ‘number one trigger’ for financial advice
‘Unfinished superannuation business’ to watch for in 2021
Superannuation ideas for 2021
Retirees need new super investment approach
Returning expats reminded on tax snares with pensions, investments
2020 is coming to an end. Phew!!
ATO flags key deadlines for early release of super
Retirement costs rising despite COVID impacts
Government targets fund expenditure, best interests in new super reforms
Small SMSFs develop rapidly
Investing basics for first timers
Behind the dash in new market listings
Super, death, and taxes
What millennials are thinking about investing and retirement
Capital preservation front of mind for SMSF returns
Comprehensive list of COVID-19 initiatives and packages.
Most SMSFs are still poorly diversified
Related party purchases must be clean
How your coming tax cut could pay off
Majority of retirees expected to fall short on retirement savings
Monitoring super performance critical in light of new measures
Budget 2020 - A very comprehensive break down.
Budget 2020 - Fact Sheets
Budget 2020 - At a Glance, Overview, Outlook
JobKeeper extension – changes implemented
Temporary home office expenses shortcut extended again
Investment preferences of the young
How to construct an effective portfolio
Estate planning opportunities highlighted with work test changes
Lenders are getting tougher on older borrowers
September update of latest COVID-19 initiatives.
Update of Superannuation contribution rules from July 1, 2020.
More than $31bn paid under early super release
Your super fund, your choice
SMSFs urged to act on compliance issues ahead of tougher penalties
A beginner's investment guide to long-term wealth
ATO confirms important issue on pension payments
How SMSF trustees navigated COVID-19 volatility
JobKeeper - Latest Update
Pandemic spurs a rise in investment scams
Estate planning and investments
Early release of Super extended to Dec 31
Excess TBC issues surfacing with reduced pension account values
The Bond Market.
Treasury underestimates early super by $15bn
'But how will we pay for this?'
SMSFs urged to review leases before granting rent relief
New financial year to bring new rules for super
Extra Tools & Resources for our clients.
Ways to outsmart your cognitive biases
COVID-19 cuts risk pension pain
New laws prompt review of SMSF estate plans
SMSF sector grows, new fund numbers drop
‘HomeBuilder’ grants now available.
Related-party property development concerns — Part 1
The value of financial advice
A super catch-up plan
Court decides on taxable capital gains distributions
SMSF liquidity lessons learnt from the pandemic
Do your investment goals stack up?
Retirement income framework deferred due to COVID-19
How early super withdrawals add up
AFP teams up with ATO, Treasury in COVID-19 tax fraud taskforce
ATO extends initial JobKeeper payment deadline
ATO releases JobKeeper alternative test
Our Website, your resources
Consumer satisfaction up for SMSFs, down for industry funds
Superannuation for younger investors
How to stay the course in retirement
COVID-19: Early Childhood Education and Care Relief Package
Government announces mandatory code for rent relief
ATO clarifies COVID-19 rent relief concerns
SMSFs in the ATO firing line
Avoid SISR traps in early access to super scheme
Data so large it's hard to comprehend.
Ride the market to recovery
Historic $130bn wage subsidy to cover 6 million workers
Stage 2 – Covid-19 stimulus package.
Covid-19 Update - Small Business
PM launches $17.6 billion virus stimulus plan
What 2020 holds for low cost funds
Non-concessional contributions breaches on ATO radar
Expected GDP by country 2010 to 2100
Investing with small amounts
A resource hub for our clients.
New laws mean 65-year-olds should hold off on large contributions
Understanding the dangers with downsizing and super
Statistical picture of Australia - Update
Advice for my twenty-something self
Beware: Penalties and pitfalls of the early release of super.
Real Time World Population Growth - Wow!!
A challenge for China and investors
Property deduction errors down to ‘lack of understanding’: ATO
Start 2020 with a best snapshot of Australia.
Total return investing
Retirement trap hurting saving Aussies
ATO outlines tax relief for bushfire victims
Catch-up concessional contributions – strategies and practicalities
Nearing retirement? 7 steps to take before you leave work
2020 audits to focus on investment strategy
Australia - latest facts and figures
‘Visible, valued and owned’: ATO outlines super priorities for new year
A 20-year investment growth story
Retire on your own terms and not the market's
Our Advent calendar for 2019
The economic and investment outlook for 2020
You'll be the life of the party when armed with this information!
Review queries retirement system understanding
Retirement planning in 15 minutes a day
Eggs, baskets and diversified SMSF investment strategies
New opportunities for employees to claim additional superannuation
ATO provides further trustee instructions on myGovID
The main benefits of professional financial help.
Downsizer contributions offer more than meets the eye
6 new financial videos
All Australia's vital statistics - October 2019
Does your mind help or hinder your investment success?
Traversing a synchronised economic slowdown
Four key principles that help achieve portfolio success
A positive pension change with a cash rate twist
Shares to remain volatile as trade war heats up
NALI, LRBA measures pass Parliament
Interest rising in SMSF set-up
Choosing your investment strategy
ATO letters indicate a wider SMSF warning
Australia by the numbers - September 2019
ATO opens applications for SG exemption
SMSFs attract younger members
Heed restrictions on downsizer contributions
Access to more resources and tools than most websites.
Valuations key to avoiding NALI restrictions
SMSF advice appetite strong, says ASIC
For a smoother path to investment success, diversify
How's Australia doing statistically?
 LRBA changes mostly affect Melbourne, Sydney retirees
Lessons from the 2019 Index Chart
The global economy at midyear: How our views have changed
The biggest global corporations since 1998
‘Retrospective’ LRBA measures tipped to cause headaches
Downsizer Super Contribution
Keep track of how Australia is really ticking over.
Insights from the 2019 Vanguard / Investment Trends SMSF survey
What falling interest rates mean for investors
ATO releases ‘welcome guidance’ on death benefit income streams
Super growth reducing age pension drawdown
Big four firm outlines new financial year checklist for SMSFs
Asset allocation as you age
Australia - the story goes on.
Consolidate your super and save
Critical documentation steps flagged with switching SMSF loans
Good investment habits versus damaging biases
Control considerations flagged with death benefit pensions for children
Interest rate for SMSF loans set to rise under safe harbour terms
Recession on our mind
What it will take to close the super gap between men and women
Australia - How are we going as 2018-19 ends?
LRBAs, guarantees in need of review after property market falls
Average age for establishing SMSFs sitting at 48.9: Report
ATO updates valuation guidelines for pension reporting
ATO figures show jump in starting balances for SMSFs
Your personal financial register
Australia’s $4bn Super blackhole impacting self-employed most
The proper help can be a benefit - age pension
SMSFs on ATO’s radar in cryptocurrency review
Limited recourse borrowing arrangements - LRBAs
What a financial planner does to help.
Goodbye to ad-hoc portfolios
Wanted: More voluntary super contributions
Australia by the numbers – May Update
Federal Budget 2019 - Overview
How the 2019 Federal Budget affects you
The problem with getting to 53 years of age.
Paying for health care in retirement
Personal super contributions and the 10% test
What investors can expect as key moves affecting markets await
ATO flags PAYG obligations for SMSFs with legacy pensions
Don't just plan for retirement; Plan for your life
Consumers misunderstand types of advice
Budget Time - How's Australia going?
When super isn't compulsory
Investors brace for Brexit - deal or no deal
ATO identifies SMSF contravention red flags
Extra website resources and tools is one way we offer you and your family more.
Tax and estate planning traps flagged with pension restructures
A checklist for a healthy financial year
High-risk LRBAs, TBAR on the ATO’s radar this year
All you need to know about how Australia is going.
Royal Commission report makes super fee recommendations
Four tips for boosting your super balance
New Year resolutions, New Year strategies
Part 4 - The major benefit of ‘behavioural coaching'
3 tips for weathering the market's bumpy ride
Common BDBN ‘pitfalls’ flagged in wake of ASIC action
Case law points to ‘growing importance’ of SMSF document chain
How Australia is performing.
Global outlook summary: Down but not out
Australia - a comprehensive run-down of our vital statistics.
Your guide to smarter holiday reading
Verifying asset values in a SMSF.
Admin, BDBN errors flagged for SMSFs this year
ATO targets non-arm's length income - NALI
Retiring in their 30s or 40s?
Ranking of the world's best: Taking it personally
The value of advice - Behavioural Coaching
Our Advent calendar for 2018
Compliance, tax advice in strongest demand from SMSFs
Stop!! Don't do a paper Budget, use our online budgeting tools instead.
Franking credit policy to dent retirement savings by 15 per cent
Information needed to be the BBQ expert.
Hungry for income? Choose carefully.
Retiree self-protection: A volatility-and-downturn 'bucket'
How financial advice helps create wealth.
Superannuation gender gap narrowing, research shows
All the stats you need to see how Australia is going.
Market downturns, like this one, are to be expected
ATO claws back $850m in unpaid SG in FY 17-18
‘Hefty penalties’ with TRIS payment failures, SMSFs warned
The global financial crisis: Behind us but far from over
'Huge' professional risk in SG delays, big four firm warns
What a financial adviser can add to your portfolio's returns.
ATO updates crypto guidance
Reverse mortgages: Short-term gain, long-term pain
ATO set sights on 27,000 funds in ongoing crackdown
ATO zones in on hundreds of newly created reserves
A dynamic approach to retiree spending and drawdowns
Your investment freedom-maker
Living expenses for retirees on the rise
Still a long and bumpy road to travel on the way to a U.S.-China deal
Smart spouse investing
How financial advice helps create wealth.
What the ATO will be keeping an eye on in FY19
Examining the S in SMSF
Trade tensions to choke global growth: Moody’s
Tools for budgeting, cash flow, Super and more ….
Statistics show SMSFs not just for the rich
SMSFs lose thousands in property, investment scams
The good, bad, and potentially ugly for SMSFs
What politicians use to tell you how Australia is going.
Estate planning in the new environment
ATO issues alert on super, tax scams
SMSFs: Our 'hardest' jobs
ASIC issues alert over big gaps in SMSF trustee knowledge
Super savings gap for women stuck at 30%
Statistics for all Australians
Super set to play bigger retirement role
Why SMSFs want estate-planning advice
The power of financial role models
Assess your retirement financial resources
Cryptocurrency audits tipped to increase this EOFY
Time to check your risk exposure?
Some general interest stats on SMSFs
Survey reveals strong opposition to retirement system changes
Check trust deed to protect super in estate planning
Australia by numbers – Update
Federal Budget 2018 – Overview
Your Budget
4 components of our 2018 Federal Budget
Tools to help you manage your financial position are available on our site.
New rules capture SMSFs trading big with cryptocurrency
Common EOFY slip-ups flagged for SMSFs
Beware residency rules if moving overseas
99 pct of SMSFs missing global opportunities
How to plan for a better retirement
Australia by numbers - Update
Determine your retirement goals
ATO issues update on cryptocurrency compliance traps
How likely is a global trade war?
Gig economy spike prompts calls for super policy changes
Australia's vital statistics
What your age should say about your super
Downsizing requires holistic tax planning
Millions of multiple super accounts erode savings
Why your retirement intentions are critical
Plans for study into elder abuse
Our website is really our digital office.
Dissecting the downsizer contribution
The Goldilocks effect - Economic and market update 4Q 17
Rates, inflation and yield - five graphs to help make sense of it all
Australia. All you need to know to be the expert.
Potential pension minefields
Confusion lingers over post-death insurance
Non-lodgement numbers slashed, 30,000 funds still in ATO’s sights
Business confidence hits 5-month high: NAB
New Year resolutions, New Year strategies
How will downsizer contributions work for SMSFs?
Where Australia is at. Our leading indicators.
‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told
Power of retiree super dollars
Beyond share prices
Financial advice is the leading trigger to review insurance inside Super
Opinion – 2018 to be the year of the machine
Rising risks to the status quo
UPDATE: Australia's vital statistics
As share prices rise, the risk-return trade-off gets tricky
Technical expert flags top 3 traps with CGT relief
Become a better investor through your holiday reading
Australia's vital statistics
Made in Albania? How globalisation is creating challenges for Chinese policymakers
Our Advent calendar for 2017
For the young it a question of engagement
Address Under-insurance at Personal Finance Level - Global study
Realism vs reality - working part-time as retirees
SMSFs warned on ‘ticking time bomb’ with outdated deeds
Statutory wills are underutilised in estate planning
Resources on our site to help you, your family and your friends.
Calls to Review ASIC's Definition of Lapse Insurance
Paperwork bungles lead to $38k in payments
Self-employed? Don't miss out on super
Australian Dietary Guidelines and healthy eating chart (PDF)
Big concessions looking likely for transfer balance limit: ATO
Raft of superannuation measures enter Parliament
US Fed policy: Normalisation begins
What the gig economy may mean for your super
Powerful Budgeting, cash flow and Super Tools available on our site.
Australia's leading causes of death - ABS
Government introduces first home scheme laws
Are young investors wasting their youth?
ATO granted super enforcement powers
The great Australian (retiree) dream
ATO to release further guidance on reserves
A real-world benchmark for SMSF performance
How is your super going, ready for retirement?
Our 'hardest' SMSF tasks
Lack of literacy promotes unrealistic goals
Young investors: Time is on your side
Is your SMSF retirement-ready?
Key Economic Indicators, 2017 - updated
Investors acting their age
ATO locks in details, addresses panic on real-time reporting
Government ‘undermines’ tax system in new moves on property expenses
Multiple super accounts in a 'gig' society
Why Australian retirees aren't happy and what we can do about it
Doing a budget is a good idea but ....
Technical expert flags estate planning strategies for 2017-18
Government to shut down salary sacrifice loophole
Items that heat up your depreciation deductions
‘Tens of thousands’ of SMSFs at risk with ECPI
Do’s and don’ts of estate planning
LISTO to help boost women’s super
Smart ways to stretch retirement money
Low economic growth likely for years
Recorded Crime - Offenders, 2015-16
Adequacy of savings still a concern among Australians
‘Bank-like heists’ make way for new wave of cyber crime
Give your children a saving and investing edge - for life
Women still in the dark about finances
Lessons learnt - often the hard way
Australian population figures
ATO poised to ramp up focus on key compliance area
Benefit payments rise dramatically ahead of July 1 super changes
There's no magic pudding when it comes to super
ATO guidance provides clarity on death benefit confusion
Beyond super: Our other personal investment market
The three core pillars of this year's budget
Federal Budget - 2017-18 - Overview
Federal Budget - 2017-18 - Budget documents
Global economy synchronised and thriving
Life's financial turning points: good and not-so-good
2011 Census - what was the make up of your area?
ATO set to release guidance targeted for SMSF clients
More withdrawals from 'the bank of mum and dad'
Tax headache relief: Here’s more help with pension assets changes
Most Aussies shun super advice
Australia in a nutshell
ATO finalises guidance on transfer balance cap
Fit for purpose? The super story so far...
SMSFs urged to review segregation clauses in trust deed
Big insto addresses CGT misconceptions
Dollar-cost averaging for millennial investors
Calls for calm over pending CGT amendments
Almost the world's best for retirees
ATO reports on top contravention areas for SMSFs
What recent retirees can teach pre-retirees
Deloitte points to ‘red flag’ SMSF patterns
Save early, save often
Government pushes forward with multinational tax measures
Jump-start your retirement savings
Government urged to rectify ‘legislative shortcoming’ with CGT relief
Some financial terms explained
Areas of key focus for SMSFs in 2017.
Powerful Superannuation modelling tools available on our site.
Your New Year reading: beyond John Grisham
What a long-term view of the market can teach investors
CGT confusion seeing unnecessary sell-offs
‘Devastating’ property investments hitting SMSFs
Asset valuation crackdown imminent for SMSFs
New Year (investment) resolutions
Trump stimulus to boost global markets
Female advice customers on the rise
Retirement costs outpace rise in CPI
ATO set to scrutinise CGT relief claims
Investor habits: The good, the bad and the ugly
Keeping finances in the family
The inter-generational financial squeeze
Merry Christmas for 2016, a Happy New Year and a prosperous 2017.
ATO set to clamp down on range of super issues
SME retirement plans in jeopardy, research finds
SMSFs show restraint in hot residential market
Investment's building blocks - always worth reinforcing
Warnings issued on traps with CGT transitional rules
Meet SMSFs' early and late arrivals
Beware, the ATO is on the hunt for lifestyle assets
'Brexit means Brexit' means what?
SMSFs tipped to be hardest hit by pension changes
SMSF assets hit record, but funds still hoarding cash
Markets caution advised as economic bubbles loom
Stretching retirement income
Some financial terms explained
Market Update – September 2016
Checking in on our 2016 economic outlook - and looking ahead
Making a fairer and more sustainable Superannuation System
Going undercover
‘Winners and Losers’ from new super proposals
The gymnastics of keeping your portfolio balanced
Market Update – August 2016
Stop!! Don't do a paper Budget, use our online budgeting tools instead.
Advisers the key to retirement stability, research shows
The toughest tasks for self-managed super
Lawyer warns on ‘adverse’ death taxes with insurance
Don't get distracted by super changes
A savings mirage?
Market Update - July 2016
The three biggest economic issues likely to affect markets in 2016
SMSFs warned on looming property ‘tough times’
Diversification counts when uncertainty beckons
Strong economic data stablises markets
Starting a super pension in 2016-17?
Market Update - June 2016
ATO extends looming SuperStream deadline
ATO's deadline for review non-arm's length LRBAs extended
A paradoxical relationship: The self-employed and super
Fresh SMSF documentation warnings surface
Making investing a family affair
Super and divorce: a personal finance issue
Market Update - May 2016
ASIC flags SMSF investors in scam risk
Older, greyer and still working
Working and contributing to super past 65
The pitfalls of part-year pensions
Replenishing SMSF memberships
Budget will hit 15% of SMSFs
The insidious side of low interest rates
Market Update - April 2016
Budget 2016-17
Do investment principles stand test of time?
Estate Planning - early inheritance
US economy will bend, not break
A detailed look at the ATO’s new LRBA guidance
Defying life's blueprint
ATO continuing lodgement crackdown
Another twist on the gender savings gap
Market Update – March 2016
Going solo
Use our online budgeting tools to help plan your future.
Age Pension means-test prevents rational decision-making
Changing times for super collectables
Preservation Age Rule
Why investing for retirement isn't just about super
Possible tax benefits through early inheritance
Market Update - 29th February 2016
Mortgages, personal debt and retirement
Cost of retirement continues to climb
Personal finance goes 'viral'
ATO warns on poor asset records causing SMSF breaches
When is an unallocated contribution account a reserve?
Market Update – 31st January 2016
Australians still need better retirement planning
What to expect from investment markets in 2016 and beyond
‘Irrational fear’ impacting SMSF longevity risk: CSIRO
Tax scam reaps hundreds of thousands
Morrison signals direction of super tax changes
Market Update – 31st December 2015
Should we expect stormy skies or sunshine in 2016?
Merry Christmas and Happy New Year 2015
There's no one-size-fits-all retirement income
Market Update – 30th November 2015
Diversifying and cutting costs with ETFs
Why the ATO’s new powers make SMSF compliance more important than ever
'Unretiring' retirees
The detrimental impact of poor SMSF record-keeping
Counting the cost of 'grey' divorce
Combining total-return investing with realistic investment expectations
Market Update – 31st October 2015
Another telling reminder for SMSF trustees
Death in paradise – or your SMSF
Elderly exploited for assets
Intergenerational challenges for retirement saving
Death benefits – navigating the minefield
Strategy over structure
Market Update – 3oth September 2015
SMSF and limited resource borrowing – a warning
External partnerships and the in-house asset rules
Take a closer look at SMSF age demographics
Avoiding tax consequences with the related-party rules
Focusing on after-tax returns
Market Update – 31st August 2015
The gender gap in retirement
Why popularity of ETFs is surging among SMSFs
Clearing up confusion about accessing super.
Good (investor) behaviour
Five reasons the RBA will likely cut rates again
Market Update – 31st July 2015
Customer-centred innovation underpins high satisfaction among financial advice customers
What the ATO is keeping an eye on
Through life and death
Why astute investors are a little like astute kayakers.
Your first SMSF portfolio
Market Update - June 2015
Money-smart ageing
A new (financial) year’s resolution for your SMSF
What’s ahead for US interest rates?
Super: Looking to June 30 and beyond
Reminders and Tax Strategies for SMSFs pre-year end
End of year tips for SMSFs
Market Update – May 2015
An investor's personal trainer
SMSF trustee penalties going up
Contraventions rife among non-advised SMSF trustees
Dealing with investor uncertainty
Reserve bank gives the economy a lift
Retirement planning: the gap between intention and reality
Market Update – April 2015
Australian Government - Budget 2015
Budget 2015 - some professional opinions
What does the ATO want from you?
Making sense of the new excess contribution rules
Greying, working and contributing
Simple-yet-smart investment housekeeping
Market Update – March 2015
Two sides to the age profile of SMSF members
Actuaries call for end to superannuation policy tinkering
ATO urges caution on pensions
Market Update - February 2015
Aussie economy shifts gears as structural changes take hold
The catch 22 of retirement savings
Are there reasons to help the tax man do his job?
Some financial terms explained
Small business paradox
Good financial planning finally has a value: 23% more income in retirement
Market Update - January 2015
‘Incredibly high’ number of trustees hold no life insurance
SMSFs in 2015 Budget’s firing line
Rebalancing resolutions
Hammering away at asset allocation is only part of the retirement income solution
Market Update – December 2014
We wish all our clients a Merry Christmas,a Happy New Year and a restful holiday
A great overview of investing and good Holiday reading.
The final nail in the coffin for LRBAs?
Market Update – November 2014
Online financial tools your family and friends can use.
Overcoming our behavioural barriers to saving
‘Unintended consequences’ threaten SMSF tax reform
Retirement income: every bit counts
ASFA continues to sound warnings on retirement savings
Market Update - October 2014
The little-known rule with huge implications for self-managed super funds
Grappling with the uncertainties of retirement
Change to ATO decision relevant to SMSF in-house assets
Taking a personal perspective on the global super challenge
Some terms defined - Super & Investment
The perils of market-timing and over-confidence
Market Update – 30th September 2014
Hardly a do-it-yourself job
Super insurance: wide coverage, limited understanding
ASIC eyes SMSF loan sign-off
Redesigning retirement incomes policy - from the ground up
Industry terms
Market Update - August 2014
Keeping to super's sole purpose
Taxing times for self-managed super funds
The relationship between SMSFs and their advisers
How family financial planning opened the door to a holistic advice career
Spotlight on your retirement income
Market Update - July 2014
The new 65?
Report reveals 'alarming' super savings stats
Anchors aweigh!
A retiree's choice: super pension or lump sum
Fundamentals for investing success
Market Update - June 2014
Messages Worth Remembering
Workforce rides the 'silver tsunami'
ATO outlines SuperStream concerns for SMSFs
Help investor's to save $82 per week
Super dollars
Market Update - May 2014
Market Update - April 2014
How familiar are you with this graph?
Federal Budget 2014-15 - Overview
Federal Budget 2014-15 - Overview of main responsibilities
Federal Budget Papers 2014-15
Keeping a close watch on contribution caps
Any changes to the Age Pension make saving through super crucial: ASAF
New insights into women and super
Keeping super in the family
Afternoon Thoughts (US, Asia and Europe)
Market Update - March 2014
Younger SMSF members
SMSF Specialist wanted
Aged Care
Crowd control
Philanthropy upswing
Market Update - 28th February 2014
SMSF investment process is broken, but a good financial planner can fix it
A behavioural barrier to successful saving
Spending of super lump sums
What the past can teach us about the current emerging turmoil
Spending control in a low-interest environment
Market Update - January 2014
The return of a resilient US
Putting financial literacy to the test.
No intention to retire
Outlook for Japan in 2014
Understanding Profit Metrics: Gross, Operating and Net Profits
Market Update - 31st December 2013
Super tax changes: winners and losers
Market Update - 30th November 2013
Australians overweight and unhealthy,  AIA
The insurance gap
Some more Financial Ratios
Market Update - 30th October 2013
Debt control in countdown to retirement
ASIC: web here to help
Merry Christmas to all our clients, your staff, family and friends.
Sound SMSF advice is critical
Insurance: too complex for the Internet?
Some Financial Ratios
SMSFs: the dos and don'ts
Market Update - 30th September 2013
Retiring SMSF baby boomers
Your retirement-savings check-up
C'mon Aussie, work longer!
A heart-to-heart client conversation
How to start saving for retirement
Do a budget
A selection of Liberal Party policies and discussion papers
Retirement-savings disaster looms
SMSFs and the cost factor
New SMSF trustees sign-up - by the thousands
Explainer: the role of budget deficits
Market Update - 31st August 2013
Some terms defined
Retirement maze
"Australia's most motivated profession"
How realistic are your investment goals?
Income generation requires tailored strategies
Critical warning for SMSFs
Market Update - July 31st 2013
A matter of knowledge
By George!  Pension win for SMSF trustees
Ahead of the curve:  SMSF trustees love an expert
The dollar's risk and reward
Baby boomers see red
Some Terms defined.
Market Update - June 30 2013
Gen Ys wary of much-needed advice.
Relationship breakdown: a destroyer of person wealth
Private wealth managers searching for good fit.
Financial Literacy and Finding Relevant Information
Market Update - 31st May 2013
Take extra care not to exceed super contribution caps.
The revival of the West
The great advisory challenge for team SMSF
Boost for tax data-matching.
Extra Online support from your Financial Planner.
Budget wrap: industry welcomes continuity
Market Update - 30th April 2013
2013-14 Federal Budget at a Glance
Budget 2013-14 Overview
Full version of the Federal Budget speech for 2013-14
Flawed super tax = long-term problems: Mercer
Market Update -  31st March 2013
A matter of confidence
Super tax changes: winners and losers
The big super split
The hot super debate
For those clients who like to do some extra research.
The growing return expectation gap
"EU will survive no problem", US in recovery
Love, money and relationship breakdowns
Reports find risk appetite rising but still reluctant
Market Update - 28th February 2013
Research finds advisers key to SMSF growth
Road-testing retirement
China may run hot, but will investors overheat?
2013 rays of hope
Market Update - 31st January 2013
Investors polarised as sentiment edges upward
Market Update - 31st December 2012
Drive your retirement dollar further - and forget the silver Porsche
Is there a silver lining for asset allocation in 2013?
Shrinking the McMansion
Merry Christmas to all our clients, your staff, family and friends
Budget wrap: industry welcomes continuity
SMSF flows increase as confidence retuns
Market Update - 30th November 2012
A couple of super classics
A plunge worth taking
Asset allocation ranks number one
Like to do some of your own tax, super, pension, tax rates, etc research?
ASIC spruiks need for advice in "complex" future
The long arm of tax
Market Update - 31st October 2012
Politicians, stop super tinkering!
Your personal trainer
Super members thirsty for financial advice
SMSF flows increase as confidence returns
What an A-grade pension system looks like
Market Update - 30th September 2012
Super's most disadvantaged
Improve your financial literacy and help others with theirs.
Spread your energy bets
Making a comeback
Government tinkering a 'body blow' to SMSFs
Securely transfer your personal and business information
Market Update - 31 August 2012
'Speeding tickets' for SMSFs
Cashing in risk
Those who miss out
Abbott clarifies super stance
Advisers beat banks in fostering client loyalty
SPAA sounds warning on tax backdating
What a relationship breakdown may mean for an SMSF
Create opportunity from market volatility
Retirement savings challenge
New Financial year: the outlook for markets
Market Update - 30th June 2012
Asian Growth Engine
Can investors adapt to a deleveraging world?
Last-minute super contributions
ATO focuses on novice investors
Market Update - 31st May 2012
test of affiliate linking
tesing times
Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 

Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.

 



         


Please click on the following links to access the checklists most appropriate to your needs.


 


Superannuation Funds


Individuals


Company Trust Partnership


 


 

Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.
IMPORTANT INFORMATION
   
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