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Retiree confidence undermined
Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.
Increase in prohibited loans a concern: ATO
While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.
Investment and economic outlook, February 2025
The latest forecasts for investment returns and region-by-region economic outlook.
TBC increase not just about pensions
An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.
Home is where the super is for many Australians
More Australians are upsizing their super by downsizing their home.
SAR non-lodgment continues to be a concern: ATO
The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.
Up to 700k retirees could be paying more tax than they should: SMC
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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Check out the Best Selling BOOKS of all Time
Calls for clarification on NALI/E rulings
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.