Latest News

ATO encourages trustees to use voluntary disclosure service

The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.

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Most Popular Operating Systems 1999 – 2022

Check out the most Popular Operating Systems 1999 - 2022

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Beware of terminal illness payout time frame

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.

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Super sector in ASIC’s sights

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.

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Capital losses can help reduce NALI

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.

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How investing regularly can propel your returns

Even investing small amounts on a regular basis will compound returns over time. 

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Investment and economic outlook, August 2024

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

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What the Reserve Bank’s rates stance means for property borrowers

The funding gap between variable and fixed rate loans is continuing to widen.

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Warning to micro businesses. ‘Higher taxes for thousands of businesses’.

  The ATO’s draft guidance on personal service income and the general anti-avoidance provisions is likely to be a shock to many small and microbusinesses in Australia.  

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COVID early super release did little for financial, emotional wellbeing.

  The Early Release of Super scheme implemented during the COVID-19 pandemic had little impact on financial resilience or wellbeing, new research has shown.  

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Our investment and economic outlook, July 2024

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

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Most Gold Medals in Summer Olympic Games (1896-2024)

Check out which country has won the most Gold Medals in Summer Olympic Games (1896-2024)

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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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