Investment and economic outlook, May 2024
Region-by-region economic outlook and latest forecasts for investment returns.
Financial Planning
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.
ATO warns trustees about increasing crypto scams
SMSF trustees are being warned to be on the lookout for crypto investment scams.
ACCC scam report
Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)
Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers.
Australia’s debt service ratio ‘extraordinary’: CBA
The change in the debt service ratio has been ‘extraordinary’, according to the major bank.
Investment and economic outlook, April 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
Budget breakdown – Federal Government Analysis
The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.
Winners & Losers
Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.