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D3s1gnBuG@GCR2020

Leaving super to an estate makes more tax sense, says expert

18 November 2024 by D3s1gnBuG@GCR2020

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.

Categories Financial Planning Leave a comment

Investment and economic outlook, October 2024

15 November 2024 by D3s1gnBuG@GCR2020

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

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Compliance documents crucial for SMSFs

12 November 2024 by D3s1gnBuG@GCR2020

Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.

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ATO reviewing all new SMSF registrations to stop illegal early access

9 November 2024 by D3s1gnBuG@GCR2020

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.

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The Leaders Who Refused to Step Down 1939 – 2024

28 October 2024 by D3s1gnBuG@GCR2020

Check out the The Leaders Who Refused to Step Down 1939 – 2024

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ASIC extends reportable situations relief and personal advice record-keeping requirements

25 October 2024 by D3s1gnBuG@GCR2020

ASIC has extended the reportable situations relief and personal advice record-keeping requirements on the same terms until October 2029.

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Age pension fails to meet retirement needs

22 October 2024 by D3s1gnBuG@GCR2020

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.

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A new day for Federal Reserve policy

20 October 2024 by D3s1gnBuG@GCR2020

What the Federal Reserve's policy shift means for rates.

 

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What are the government’s intentions with negative gearing?

18 October 2024 by D3s1gnBuG@GCR2020

Both the Treasurer and the Prime Minister have confirmed that Treasury is exploring changes to the contentious policy.

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ATO stats show continued growth in SMSF sector

15 October 2024 by D3s1gnBuG@GCR2020

The ATO’s June quarterly statistical data on the SMSF sector has been released and has revealed continued growth.

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