Financial Planning

The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working Australians get more money into their superannuation.

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

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The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.

The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.

Are you thinking of investing but feel held back? Here's how to get started.

The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.

The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.

More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics.