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D3s1gnBuG@GCR2020

Retiree confidence undermined

25 March 2025 by D3s1gnBuG@GCR2020

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.

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Increase in prohibited loans a concern: ATO

22 March 2025 by D3s1gnBuG@GCR2020

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.

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SAR non-lodgment continues to be a concern: ATO

20 March 2025 by D3s1gnBuG@GCR2020

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.

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TBC increase not just about pensions

18 March 2025 by D3s1gnBuG@GCR2020

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.

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Investment and economic outlook, February 2025

15 March 2025 by D3s1gnBuG@GCR2020

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

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Home is where the super is for many Australians

12 March 2025 by D3s1gnBuG@GCR2020

More Australians are upsizing their super by downsizing their home.

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Four SMSF breaches high on the ATO’s radar

9 March 2025 by D3s1gnBuG@GCR2020

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.

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Best Selling BOOKS of all Time

28 February 2025 by D3s1gnBuG@GCR2020

Check out the Best Selling BOOKS of all Time

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How to shift into pension mode

25 February 2025 by D3s1gnBuG@GCR2020

When and how you can access your super to start an account-based pension.

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Five financial steps for the new year

22 February 2025 by D3s1gnBuG@GCR2020

The start of 2025 is a good opportunity to take decisive financial steps.

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