Financial Planning
The five reasons why the $A is likely to rise further – if recession is avoided
After a soft patch since 2021, there is good reason to expect the $A to rise into next year
Taxing unrealised gains in superannuation under Division 296
Australia’s superannuation system has seen a number of significant changes in recent years.
Striking a balance in the new financial year
By doing a few calculations you can easily see if your portfolio is still on track.
Our investment and economic outlook, July 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.
LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.
NALE bill passed by parliament
The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.
