Financial Planning

The ATO will not take compliance action against funds that have not reported a TBA event after the commencement of a new pension in the interim.

The uptake of six-member SMSFs is primarily being driven by trustees over the age of 80 who want their adult children to take over the management of the fund.

With COVID continuing to place financial stress on businesses and individuals, there has been an uptick in SMSF members illegally accessing money from their funds, an SMSF auditor warns.

The following links are to the latest state and federal government plans, schemes, programs, and initiatives to help businesses and individuals manage the impact of yet more COVID-19 restrictions.

The growth trajectory of more Millennial SMSFs is set to continue in the years to come, according to the chief executive of Smarter SMSF.

Australians are anticipating higher inflation in the coming years, particularly those in regional areas.

Having a strategy in place to pay for your childrens school education is essential. Here are a few ways you can approach paying for tuition that will help you stay ahead of the school fees curve

Alongside uncontrollable factors like market returns, the cumulative impact of all the investment choices you make along the way is what ultimately determines your investment outcome. That's why making good decisions about investment contributions and fees is of the utmost importance.

While there is a very rapid escalation with watching and monitoring the economies of Asia, especially China, it is always interesting to look back over time, in this case 60 years, to see how they have evolved. Doing so adds great perspective.

Average life expectancies in Australia are now at a record high, and while that's a positive, longevity can also come with potential financial risks such as outliving your retirement savings. So what can you do to ensure you have the best chance of experiencing a financially secure retirement?