Financial Planning

Investors worldwide are becoming more actively engaged with where their money is being invested, with flows into ESG products continuing to build momentum.

The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you'll be the breakfast table expert every time.

Amendments being made to contribution ruling TR 2010/1 may provide a fix to some of the significant issues with the non-arm’s length expenditure rules, said the SMSF Association.

Around a quarter of the individuals being identified as high risk under the ATO’s new registrant program have compromised identities, said the ATO.

Heffron says SMSFs still need to be cautious around non-arm’s length arrangements.

Recently released ATO data shows some SMSFs have too much of their money invested into just a few asset classes and are not as diversified as they could be. Here's why having broad market exposure is important in retirement.

Despite it seeming increasingly difficult to get on the property ladder, there are still a few ways younger investors can realistically work towards a house deposit.

Vanguard research showed that not all younger investors had a high equity allocation and not all older investors reduced risk as they aged. Consider constructing a portfolio using diversified funds that not only considers your investment time frame, but also aligns to your attitude towards risk.

The ATO has made a number of enhancements to Online services for business to improve the process of lodging auditor contravention reports and audit complete advices.