Financial Planning
Many Australians have a fear of running out
Longevity risk is a growing concern for many working Australians as well as retirees.
SMSF assets reach record levels amid share market rally
How SMSF trustees are investing their retirement savings.
The superannuation changes from 1 July
The super changes on the way from the start of the 2024-25 financial year.
Downsizer contributions can be time critical
With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.
Deeming freeze a win for Age Pensioners
Why the decision to keep deeming rates on hold may be a window for interest rates.
Plan now to take advantage of stage 3 tax cuts
With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.
Investment and economic outlook, May 2024
Region-by-region economic outlook and latest forecasts for investment returns.
Middle-to-higher incomes boosting SMSF growth
The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.