World’s largest armies 1816 – 2020

Every month we add a slice of interesting trivia for you and August is no exception.  All we’ve added is great for trivia competitions, especially if you get to draft the questions.  Please click on the image to view more.

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SMSF succession planning part 1 – getting started

  Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control...

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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...

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20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley...

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Compliance documents crucial for SMSFs

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable...

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The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data reveals. . The Australian Tax Office (ATO...

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Investment and economic outlook, October 2024

The latest forecasts for investment returns and region-by-region economic outlook. . The upturn in...

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Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super risk.  . National Carers Week runs...

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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...

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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 Gordon NSW

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