Income-free areas set to increase from 1 July

People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.

Many Australians have a fear of running out

Longevity risk is a growing concern for many working Australians as well as retirees.

NALE bill passed by parliament

The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.

Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates.  

Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.

Investment and economic outlook, May 2024

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

Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.

The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year.

The Deadliest pandemics in History

Check out the Deadliest pandemics in History

Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.