Author: prudentia

Up to 700k retirees could be paying more tax than they should: SMC

Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has said.

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How to shift into pension mode

When and how you can access your super to start an account-based pension.

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Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.

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Australia’s economic growth set to recover in 2025

GDP growth is set to gain momentum despite sticky inflation and high interest rates.

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Calls for clarification on NALI/E rulings

The ATO needs to provide clarification on a number of issues in the law companion ruling dealing with NALI/E, the joint bodies have said.

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Best Selling BOOKS of all Time

Check out the Best Selling BOOKS of all Time

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Division 296 deliberately deceptive

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.

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Carer rights – interdependency relationships

The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.

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Preparing your kids for financial success

Here’s some easy money management skills for children of different ages. . Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. It’s never too early or late to start talking about money with your children — start as soon as...

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Most Powerful Economies in Europe | 1960-2024

Check out the most Powerful Economies in Europe | 1960-2024

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Investment and economic outlook

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

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End-of-year break time for super check-up

Superannuants should use the end-of-year holiday break to check the status of their retirement savings and consider if advice would be useful to them, given many are unsure how much they will need at the end of their working life, an industry body has stated.

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9 Ways You Can Invest Using SMSF

Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your retirement savings wisely.

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It’s super hump month. Make the most of it

The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working Australians get more money into their superannuation.

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Super funds finish 2024 with double-digit returns

Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis.

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Know the difference between general and specific NALE

SMSF professionals should take note of the wording changes in Law Companion Ruling 2021/2DC, which outline the differences between specific and general NALE, a legal specialist has said.

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A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes. We can’t be sure but it seems this year has gone faster than any year previously, we...

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Women still outpacing men in SMSF establishments

More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.

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$3m super tax officially abandoned for this year

The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.

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Divorce doesn’t alter contribution rules

The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.

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Preparing to lodge quarterly January TBAR

The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.

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Economic and market outlook for 2025: Global summary

The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.

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Top 20 Most Watched Christmas Movies ever – pre covid

Check out the top 20 Most Watched Christmas Movies ever - pre covid

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How to overcome your investment fears

Are you thinking of investing but feel held back? Here's how to get started.

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Navigating the outcome of the U.S. election

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.

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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 of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.  

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20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley Trends

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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 status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.

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The biggest assets growth areas for SMSFs

What five years’ worth of SMSF asset allocation data reveals.

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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 to provide compliance evidence, warns a specialist legal expert.

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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 Lindfield NSW

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