Your Budget
How the 2018 budget applies to you can be found via the following links.
Australian Federal Government
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The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the...
Retiree confidence undermined
Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations...
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home. . Home ownership is still the...
Increase in prohibited loans a concern: ATO
While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone...
Investment and economic outlook, February 2025
The latest forecasts for investment returns and region-by-region economic outlook. . Though it has...
SAR non-lodgment continues to be a concern: ATO
The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the...
TBC increase not just about pensions
An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer...
Sofie Korac is an Authorised Representative (No. 400164) of Prudentia Financial Planning Pty Ltd, AFSL 544118 and a member of the Association of Financial Advisers.
Financial Advice Sydney and the North Shore Office based in Lindfield NSW