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Financial Planning

What to look for when choosing a financial adviser

15 March 2026 by D3s1gnBuG@GCR2020

Here's how to find a financial adviser who can provide the right support for you

Categories Financial Planning Leave a comment

Thinking of establishing an SMSF? Don’t skip reading the rules

12 March 2026 by D3s1gnBuG@GCR2020

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

Categories Financial Planning Leave a comment

Super versus trusts: What is the best option with Div 296?

9 March 2026 by D3s1gnBuG@GCR2020

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

Categories Financial Planning Leave a comment

Rare and vanishing: Animals That May Go Extinct Soon

28 February 2026 by D3s1gnBuG@GCR2020

Check out which animals are on the brink of extiction and If we don't act now, they could vanish forever.

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Missed SG exemption may not be problem

25 February 2026 by D3s1gnBuG@GCR2020

Failing to exempt an employer from SG contributions may not be critical for some superannuants if it does not alter their tax position.

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Don’t confuse contribution with roll-over when using proceeds from small business sale

22 February 2026 by D3s1gnBuG@GCR2020

Proceeds from the sale of small business using the 15-year CGT small business exemption is not a rollover to a superannuation fund, but rather a contribution.

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ASIC warns investors on pump and dump scammers

20 February 2026 by D3s1gnBuG@GCR2020

How investors are being duped by unscrupulous operators

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Australians not underspending their super

15 February 2026 by D3s1gnBuG@GCR2020

Drawdowns from super are now typically higher than the minimum amounts required, according to new research from the Super Members Council.

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Investment and economic outlook, January 2026

12 February 2026 by D3s1gnBuG@GCR2020

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

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ASIC targeting high-pressure sales and inappropriate advice

9 February 2026 by D3s1gnBuG@GCR2020

ASIC has highlighted that one of its main focus points in 2026 will again be high-pressure sales tactics and inappropriate financial advice.

Categories Financial Planning Leave a comment
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