Category: Latest News

The Deadliest pandemics in History

Check out the Deadliest pandemics in History

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Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.

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The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year.

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Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.

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Investment and economic outlook, May 2024

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

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Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates.  

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Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.

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Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.

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Federal Budget 2024

Four main components of this year's Federal Budget can be seen by using the following links.

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Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.

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Budget breakdown – Federal Government Analysis

The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.

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Getting to a higher level of financial literacy in Australia

The practical benefits of improving financial literacy.

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ATO warns trustees about increasing crypto scams

SMSF trustees are being warned to be on the lookout for crypto investment scams.

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What is the future of advice and how far off is superannuation 2.0?

Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.

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The Shortest-reigning Monarchs in History

Check out the Shortest-reigning Monarchs in History

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ACCC scam report

Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)

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Investment and economic outlook, April 2024

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

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Connecting an adviser with your children

How parents and advisers can work together to manage intergenerational wealth transfers.

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Australia’s debt service ratio ‘extraordinary’: CBA

The change in the debt service ratio has been ‘extraordinary’, according to the major bank.

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The 2025 Financial Year Tax & Super Changes You Need to Know!

The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25. 

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Aged care report goes to the heart of Australia’s tax debate

The Aged Care Taskforce was asked to report on how to fund aged care around the country. In so doing, it took a side in Australia’s national tax ‘tragedy.’

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Oldest Buildings in the World.

Check out the oldest Buildings in the World.

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The compounding benefits from reinvesting dividends

Using income distributions to purchase additional ETF units can significantly compound capital growth and income returns over time.

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Removed super no longer protected from creditors: court

A recent Federal Court ruling has found that the transfer of super from a husband to his wife’s superannuation account is no longer protected as an interest of the bankrupt in a regulated super fund under the Bankruptcy Act 1966.

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Investment and economic outlook, March 2024

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

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ATO investigating 16.5k SMSFs over valuation compliance

More than 16,500 SMSFs are being scrutinised by the ATO as they allegedly reported certain classes of assets at the same value for at least three income years.

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The 2025 Financial Year Tax & Super Changes You Need to Know!

The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25. 

Read more...

Countries producing the most solar power by gigawatt hours

Check out the countries that produce the most solar power.

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Could your SMSF do with more diversification?

Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification.  

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Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.

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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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