Financial Planning

The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.

GDP growth is set to gain momentum despite sticky inflation and high interest rates.

The ATO needs to provide clarification on a number of issues in the law companion ruling dealing with NALI/E, the joint bodies have said.

Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has said.

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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.