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D3s1gnBuG@GCR2020

Legislation changes give market-linked pensions better outcome

13 June 2023 by D3s1gnBuG@GCR2020

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.

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Summary of Superannuation Issues and Recent Changes

9 June 2023 by D3s1gnBuG@GCR2020

Recent Issues and changes that could effect you

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Australians Seek Financial Independence – Report

8 June 2023 by D3s1gnBuG@GCR2020

The priorities of Australians have changed, with financial independence now the nation’s most common aspiration, according to a new report.

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Overview of the Federal Budget 2023 – 24

31 May 2023 by D3s1gnBuG@GCR2020

 

The following are all the links to the federal government's description of its 2023 Budget.  At the bottom are the Budget Documents for those that love to get into the fine detail of a Budget.

 

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2023 Federal Budget: Stronger foundations for a better future

31 May 2023 by D3s1gnBuG@GCR2020

‘Seeing our people through the hard times – and setting our country up for a better future’

“While Australia may have a lot coming at us – we have a lot going for us too” – Dr Jim Chalmers, 2023-2024 Federal Budget Speech.

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Our investment and economic forecasts, April 2023

30 May 2023 by D3s1gnBuG@GCR2020

Our latest forecast changes include expectations for:

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The importance of SMSF succession planning

29 May 2023 by D3s1gnBuG@GCR2020
Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.
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ATO warns of rise in SMSF identity fraud and investment scams

27 May 2023 by D3s1gnBuG@GCR2020

The ATO has warned SMSF members to be aware of identity fraud and investment scams.

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Banks launch scam awareness campaign

26 May 2023 by D3s1gnBuG@GCR2020

The new campaign highlights the importance of customer alertness against criminal activity by scammers.

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Unintended consequences of work test changes to be rectified

23 May 2023 by D3s1gnBuG@GCR2020

New draft legislation to the work test mean impacted individuals will retain their ability to claim deductions for personal contributions post 30 June 2022, says a leading adviser.

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