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Financial Planning

Home is where the super is for many Australians

12 March 2025 by D3s1gnBuG@GCR2020

More Australians are upsizing their super by downsizing their home.

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Four SMSF breaches high on the ATO’s radar

9 March 2025 by D3s1gnBuG@GCR2020

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.

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Best Selling BOOKS of all Time

28 February 2025 by D3s1gnBuG@GCR2020

Check out the Best Selling BOOKS of all Time

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How to shift into pension mode

25 February 2025 by D3s1gnBuG@GCR2020

When and how you can access your super to start an account-based pension.

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Five financial steps for the new year

22 February 2025 by D3s1gnBuG@GCR2020

The start of 2025 is a good opportunity to take decisive financial steps.

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Division 296 deliberately deceptive

20 February 2025 by D3s1gnBuG@GCR2020

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.

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Carer rights – interdependency relationships

18 February 2025 by D3s1gnBuG@GCR2020

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

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Australia’s economic growth set to recover in 2025

15 February 2025 by D3s1gnBuG@GCR2020

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

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Calls for clarification on NALI/E rulings

12 February 2025 by D3s1gnBuG@GCR2020

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.

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Up to 700k retirees could be paying more tax than they should: SMC

9 February 2025 by D3s1gnBuG@GCR2020

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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