Challenges with TBC increase for those in pension phase
The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.
Financial Planning
Death benefits not reliant on probate
A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.
ATO flags October SAR lodgment date
The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.
Investment and economic outlook, July 2025
Latest forecasts for investment returns and region-by-region economic outlook
How personal data could boost your retirement income by up to 50%
Tailoring your retirement strategy based on your personal data could be invaluable
How financial advice can reduce stress and save time
Research explores the benefits investors can derive from financial advice
How topping up your super each year could leave you $80,000 better off in retirement
The power of regular voluntary super contributions
A super contributions deadline you won’t want to miss
If you plan to get more into your super this financial year, act very quickly.
Leasing property owned by an SMSF
The rules for a super fund investing in property are complex because of the restrictions placed on some types of property that may be acquired (purchased or transferred in specie) from related parties.