Financial Planning

SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.

SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.

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Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.

The growing prominence of SMSFs has made them a ripe target for scammers.

The ATO will now have information on an individual’s new $65,000 car or their $100,000 boat as it looks to flush out tax dodgers who aren’t being completely honest about their financial affairs.

Here are five investing tips for those who are just beginning their investment journey.

An SMSF trust deed must have a series of non-negotiable items in it, such as rules allowing the use of a contribution suspense account.

With the recent bring-forward measures passed along with further extension proposed in the federal budget, its combination with potential downsizer rule changes creates a different perspective for the SMSF strategy when it comes to implementation.