SMSF assets reach record levels amid share market rally
How SMSF trustees are investing their retirement savings.
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Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.
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Many Australians have a fear of running out
Longevity risk is a growing concern for many working Australians as well as retirees.
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LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
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How to get into the retirement comfort zone
A third of Australians retire without a plan. Here's why you should have one.
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Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.
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NALE bill passed by parliament
The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.
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TRANSITIONING INTO RETIREMENT: WHAT YOU SHOULD KNOW
Deciding on your retirement funding options comes down to personal choice. . If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you have a few options when you retire, as long as you’ve reached the minimum ‘preservation age’ when you’re...
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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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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