Financial Planning

Superannuants should use the end-of-year holiday break to check the status of their retirement savings and consider if advice would be useful to them, given many are unsure how much they will need at the end of their working life, an industry body has stated.

Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your retirement savings wisely.

Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis.

SMSF professionals should take note of the wording changes in Law Companion Ruling 2021/2DC, which outline the differences between specific and general NALE, a legal specialist has said.

The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working Australians get more money into their superannuation.

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

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The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.

The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.