Financial Planning

Many Australian companies are still battling economic crosswinds and headwinds.

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

Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.

Check out the most Popular Operating Systems 1999 – 2022

The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.

Even investing small amounts on a regular basis will compound returns over time. 

The funding gap between variable and fixed rate loans is continuing to widen.

Region-by-region economic outlook and latest forecasts for investment returns.

Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.

If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.