Author: prudentia

ATO issues guidance on SMSF trustee appointment and compliance

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.

Read more...

ASIC to increase audit surveillance in 2025–26

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.

Read more...

Start-ups to suffer under Div 296

The head of a prominent funds management house has predicted the proposed Division 296 tax will significantly diminish the supply of critical capital required for start-up companies as many of these enterprises rely on SMSFs for funding.

Read more...

Comparison of various Animal Weight

Check out the lightest to heaviest animals in the world

Read more...

New SMSF trustees propel uptake of financial advice

The $1 trillion superannuation sector still has significant advice gaps  

Read more...

Investment and economic outlook, May 2025

Tariff reprieves, trade deals brighten the economic horizon

Read more...

Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.

Read more...

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.

Read more...

Freshwater Resources by Country 2025

Check out the largest freshwater resources by Country in the World

Read more...

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.

Read more...

Financial abuse move now a certainty

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

Read more...

Why more Australian SMSF owners are looking to global equities

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.

Read more...

Investment and economic outlook, April 2025

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

Read more...

Are your adult children ready for the wealth transfer?

The inheritance wave is building but most people are unprepared for the ride

Read more...

How boosting your super can help you reduce your tax bill

Here's how topping up your super can help reduce your tax bill

Read more...

Trustees reminded of minimum pension drawdown

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.

Read more...

The Largest Empires in the World’s History

Check out the Largest Empires in the World's History

Read more...

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.

Read more...

Investment and economic outlook, March 2025

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

Read more...

Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

Read more...

SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.

Read more...

Building Australia’s future and Budget Priorities

  Building Australia's future and Budget Priorities  

Read more...

All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget

  Federal Budget 2025-26 – Papers and Fact Sheets  

Read more...

Winners and Losers – Federal Budget 2025-26

  Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.  

Read more...

The Most Held Currencies in the World | 1850-2024

Check out the most powerful Currencies in the World | 1850-2024

Read more...

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 up, the Commissioner of Taxation has said.

Read more...

Retiree confidence undermined

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.

Read more...

Investment and economic outlook, February 2025

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

Read more...

Home is where the super is for many Australians

More Australians are upsizing their super by downsizing their home.

Read more...

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 deputy commissioner for superannuation has said.

Read more...

Select a different month

News Archive

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

Financial Services Guide - Disclaimer & Privacy Policy

^