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Financial Planning

SMSFs hold record levels of cash and property

15 April 2025 by D3s1gnBuG@GCR2020

SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.

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Advisers should be aware of signs of elder abuse in SMSF structures

12 April 2025 by D3s1gnBuG@GCR2020

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.

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Investment and economic outlook, March 2025

9 April 2025 by D3s1gnBuG@GCR2020

latest forecasts for investment returns and region-by-region economic outlook

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The Most Held Currencies in the World | 1850-2024

28 March 2025 by D3s1gnBuG@GCR2020

Check out the most powerful Currencies in the World | 1850-2024

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Winners and Losers – Federal Budget 2025-26

26 March 202526 March 2025 by D3s1gnBuG@GCR2020

 

Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.

 

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All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget

26 March 202526 March 2025 by D3s1gnBuG@GCR2020

 

Federal Budget 2025-26 – Papers and Fact Sheets

 

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Building Australia’s future and Budget Priorities

26 March 202526 March 2025 by D3s1gnBuG@GCR2020

 

Building Australia's future and Budget Priorities

 

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Retiree confidence undermined

25 March 2025 by D3s1gnBuG@GCR2020

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.

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Increase in prohibited loans a concern: ATO

22 March 2025 by D3s1gnBuG@GCR2020

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.

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SAR non-lodgment continues to be a concern: ATO

20 March 2025 by D3s1gnBuG@GCR2020

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.

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