Financial Planning

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.

A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.

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Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.

Investment custodians have an important function to safeguard the assets of millions of Australian investors.

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

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.

The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.