Latest News

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.

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Freshwater Resources by Country 2025

Check out the largest freshwater resources by Country in the World

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Financial abuse move now a certainty

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

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Why more Australian SMSF owners are looking to global equities

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.

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Are your adult children ready for the wealth transfer?

The inheritance wave is building but most people are unprepared for the ride

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Investment and economic outlook, April 2025

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

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How boosting your super can help you reduce your tax bill

Here's how topping up your super can help reduce your tax bill

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Trustees reminded of minimum pension drawdown

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.

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Investment and economic outlook, March 2025

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

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The Largest Empires in the World’s History

Check out the Largest Empires in the World's History

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Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.

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Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

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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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