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Financial Planning

Investment and economic outlook, May 2025

15 June 2025 by D3s1gnBuG@GCR2020

Tariff reprieves, trade deals brighten the economic horizon

Categories Financial Planning Leave a comment

ASIC to increase audit surveillance in 2025–26

12 June 2025 by D3s1gnBuG@GCR2020

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.

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ATO issues guidance on SMSF trustee appointment and compliance

9 June 2025 by D3s1gnBuG@GCR2020

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.

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Freshwater Resources by Country 2025

28 May 2025 by D3s1gnBuG@GCR2020

Check out the largest freshwater resources by Country in the World

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Financial abuse move now a certainty

25 May 2025 by D3s1gnBuG@GCR2020

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

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Are your adult children ready for the wealth transfer?

22 May 2025 by D3s1gnBuG@GCR2020

The inheritance wave is building but most people are unprepared for the ride

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How boosting your super can help you reduce your tax bill

20 May 2025 by D3s1gnBuG@GCR2020

Here's how topping up your super can help reduce your tax bill

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Trustees reminded of minimum pension drawdown

18 May 2025 by D3s1gnBuG@GCR2020

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.

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Investment and economic outlook, April 2025

15 May 2025 by D3s1gnBuG@GCR2020

The latest forecasts for investment returns and region-by-region economic outlook

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Why more Australian SMSF owners are looking to global equities

12 May 2025 by D3s1gnBuG@GCR2020

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.

Categories Financial Planning Leave a comment
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