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Financial Planning

New SMSF trustees propel uptake of financial advice

25 June 2025 by D3s1gnBuG@GCR2020

The $1 trillion superannuation sector still has significant advice gaps

 

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Start-ups to suffer under Div 296

22 June 2025 by D3s1gnBuG@GCR2020

The head of a prominent funds management house has predicted the proposed Division 296 tax will significantly diminish the supply of critical capital required for start-up companies as many of these enterprises rely on SMSFs for funding.

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Your 30 June superannuation checklist

20 June 2025 by D3s1gnBuG@GCR2020

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.

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Legal case has succession planning lessons for SMSF members, advisers: legal expert

18 June 2025 by D3s1gnBuG@GCR2020

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.

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Investment and economic outlook, May 2025

15 June 2025 by D3s1gnBuG@GCR2020

Tariff reprieves, trade deals brighten the economic horizon

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ASIC to increase audit surveillance in 2025–26

12 June 2025 by D3s1gnBuG@GCR2020

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.

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ATO issues guidance on SMSF trustee appointment and compliance

9 June 2025 by D3s1gnBuG@GCR2020

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.

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Freshwater Resources by Country 2025

28 May 2025 by D3s1gnBuG@GCR2020

Check out the largest freshwater resources by Country in the World

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Financial abuse move now a certainty

25 May 2025 by D3s1gnBuG@GCR2020

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

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Are your adult children ready for the wealth transfer?

22 May 2025 by D3s1gnBuG@GCR2020

The inheritance wave is building but most people are unprepared for the ride

Categories Financial Planning Leave a comment
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Recent Posts

  • New SMSF trustees propel uptake of financial advice
  • Start-ups to suffer under Div 296
  • Your 30 June superannuation checklist
  • Legal case has succession planning lessons for SMSF members, advisers: legal expert
  • Investment and economic outlook, May 2025

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