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Single-asset segregation barred
A single asset cannot be treated in a manner that allows it to support some SMSF members in accumulation phase and others with a pension account.
Last chance for $25,000 super deduction
For those with a super balance under $500,000, the 2024 financial year is the final year unused concessional contributions from the 2019 financial year can be applied.
Our investment and economic outlook, August 2023
Read our latest forecasts for investment returns and our region-by-region economic outlook.
Managing complex relationships in SMSFs comes down to well-crafted deeds
Marriage breakdowns and SMSFs are tricky and expensive, but if the fund has extended family members included it can get even trickier, says the head of a national SMSF advice company.
Advice-Related Complaints Low Despite Huge Rise In General
Of the nearly 97,000 complaints lodged with AFCA in the past 12 months, less than 5% were related to investments and advice and just under 2% were about life insurance. A statement from the authority says consumers in dispute with financial firms lodged a record 96,987 complaints, an “unprecedented” rise of 34% on the previous financial year.
The top mode of transport in the world
check out the top modes of transport and how prevalent they are.
Returns rebound in 2022-23
Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.
Taxing unrealised capital gains a grave concern: Burgess
The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.
Understanding the role of custodians
Investment custodians have an important function to safeguard the assets of millions of Australian investors.