Planning financially for a career break

A pause in super contributions can have long-lasting effects. Here's how to plan ahead for super breaks.

Trustee decisions are at their own discretion: expert

A trustee doesn’t need to show reasons why they made a decision, they will only need to show they followed a proper decision-making process, says a specialist legal adviser.    

Could your SMSF do with more diversification?

Australian Tax Office Office data shows a high percentage of SMSFs are lacking portfolio diversification.  

Illegal access nets $637 million

The ATO has found $637 million of superannuation savings has left the system due to illegal early access carried out through SMSFs.

Investment and economic outlook, February 2024

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

Latest stats back up research into SMSF longevity and returns: educator

There was a dramatic decrease in the number of SMSF wind-ups from 2018 to 2023, indicating that the SMSF sector is outperforming APRA funds in both returns and customer satisfaction, says a leading educator.

Why crypto treads an uncertain path through tax minefield

The taxation of digital assets used for lending and borrowing would benefit from clear-sighted guidelines.

Investment and economic outlook, January 2024

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

Quarterly reporting regime means communication now paramount: expert

Communication between SMSF trustees, accountants and advisers is more crucial than ever with the quarterly reporting rules coming into force, says a leading specialist.  

Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan.