New report highlights confusion over BDBNs
Less than a quarter of Australians have made valid binding death benefit nominations, new research has shown.
Financial Planning
investment and economic outlook, August 2025
latest forecasts for investment returns and region-by-region economic outlook
Common sense the best defence against fraudsters: forensic auditor
Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said.
How $1,000 plus regular contributions turned into $823,000 through compounding
A simple ongoing investment strategy can deliver substantial returns over time
The rise and fall of the world’s largest economies | GDP Epic Battle (1560–2025)
From the age of empires to modern global superpowers, check out the rise and fall of the worlds superpowers.
Avoid LRBA structure short cuts
SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF structure expert stating they should set up a dedicated bare trust for each gearing measure.
Challenges with TBC increase for those in pension phase
The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
Death benefits not reliant on probate
A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.
ATO flags October SAR lodgment date
The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
Investment and economic outlook, July 2025
Latest forecasts for investment returns and region-by-region economic outlook