News - Plouto Advisory Group

Super versus trusts: What is the best option with Div 296?

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

Thinking of establishing an SMSF? Don’t skip reading the rules

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

Investment and economic outlook, February 2026

latest forecasts for investment returns and region-by-region economic outlook

Coercive control in SMSF becoming a hot issue

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.

Are downsizer contributions losing steam?

Tax Office data shows fewer people used its super scheme in 2024-25

What to look for when choosing a financial adviser

Here's how to find a financial adviser who can provide the right support for you

AI use needed with proper safeguards

The SMSF Association has suggested practitioners servicing the sector must equip themselves with more than just technical knowledge in an era of rapid technological change to provide a robust advice proposition to clients.

Most Reliable Car Brands in 2026

Check out which car brands are the most likely to stay on the road and not cost you a fortune to fix.