ASIC extends reportable situations relief and personal advice record-keeping requirements
ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.
D3s1gnBuG@GCR2020
Age pension fails to meet retirement needs
New research has found most Australians believe the age pension is insufficient to fund their retirements, with larger superannuation balances and access to professional financial advice linked to higher levels of financial well-being instead.
What are the government’s intentions with negative gearing?
Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious policy.
ATO stats show continued growth in SMSF sector
The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued growth.
Economic slowdown drives mixed reporting season
Many Australian companies are still battling economic crosswinds and headwinds.
Investment and economic outlook, September 2024
The latest forecasts for investment returns and region-by-region economic outlook.
SMSF succession planning part 1 – getting started
Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.
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.
