Category: Latest News

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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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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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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$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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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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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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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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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 to children, says an accounting expert.

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Caregiving can have a retirement sting

Around 3 million Australians are unpaid caregivers. Most face a super risk. 

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Investment and economic outlook, October 2024

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

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Be clear on TBA pension impact

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.

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Treasurer unveils design details for payday super

  The government has released further details about the design of its payday super policy including an updated super guarantee charge framework.   

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Government releases details on luxury car tax changes

  The draft legislation aims to modernise the luxury car tax by tightening the definition of a fuel-efficient vehicle and adjusting the indexation rate.

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Are you receiving Personal Services Income?

  Do you earn personal services income (PSI)?  

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Taxing unrealised gains in superannuation under Division 296

  Australia’s superannuation system has seen a number of significant changes in recent years.  

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The Leaders Who Refused to Step Down 1939 – 2024

Check out the The Leaders Who Refused to Step Down 1939 - 2024

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ASIC extends reportable situations relief and personal advice record-keeping requirements

ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.

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Investment and economic outlook, September 2024

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

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Age pension fails to meet retirement needs

New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.

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Economic slowdown drives mixed reporting season

Many Australian companies are still battling economic crosswinds and headwinds.  

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A new day for Federal Reserve policy

What the Federal Reserve's policy shift means for rates.  

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ATO stats show continued growth in SMSF sector

The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued growth.

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What are the government’s intentions with negative gearing?

Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious policy.

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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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