Division 296 deliberately deceptive

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.

Carer rights – interdependency relationships

The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.

Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.

How to shift into pension mode

When and how you can access your super to start an account-based pension.

Australia’s economic growth set to recover in 2025

GDP growth is set to gain momentum despite sticky inflation and high interest rates.

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.

End-of-year break time for super check-up

Superannuants should use the end-of-year holiday break to check the status of their retirement savings and consider if advice would be useful to them, given many are unsure how much they will need at the end of their working life, an industry body has stated.

Investment and economic outlook

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

9 Ways You Can Invest Using SMSF

Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your retirement savings wisely.

Super funds finish 2024 with double-digit returns

Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis.