Financial Planning

The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.

SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.

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The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

With the end of the financial year approaching there may be some valuable opportunities worth discussing for you or your family, depending on your personal circumstances.

The SMSF Association has confirmed the ATO position around non-arm’s length capital gains issues and its effect on segregated current pension assets.

While the ATO has provided its guidance on COVID-19 LRBA relief on Division 7A, advisers will need to be aware of the practical elements that will affect the SMSF’s position around the administrative relief.

Dealing with SMSF property overseas is a different undertaking compared to domestic property, with a different set of issues that affects the compliance approach, according to a technical specialist.

Australian household wealth is rising, with the bulk tied up in residential real estate. On an asset allocation level, there may be room for households to revisit their asset holdings to see if they still align to their financial goals.