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Financial Planning

20 Years of Silicon Valley Trends: 2004 – 2024 Insights

28 November 2024 by D3s1gnBuG@GCR2020

Check out the 20 years of Silicon Valley Trends

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The biggest assets growth areas for SMSFs

25 November 2024 by D3s1gnBuG@GCR2020

What five years’ worth of SMSF asset allocation data reveals.

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Caregiving can have a retirement sting

22 November 2024 by D3s1gnBuG@GCR2020

Around 3 million Australians are unpaid caregivers. Most face a super risk. 

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Be clear on TBA pension impact

20 November 2024 by D3s1gnBuG@GCR2020

The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.

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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.

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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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