Preparing to lodge quarterly January TBAR

The ATO is reminding SMSF trustees that if they have had transfer balance account events in the last quarter they must lodge a TBAR by 28 January 2025.

$3m super tax officially abandoned for this year

The government’s plan to increase the tax on superannuation balances over $3 million has officially been abandoned, at least for this year.

Economic and market outlook for 2025: Global summary

The global outlook summary highlights the top-level economic and market outlook, Beyond the landing, to be distributed in mid-December.

Divorce doesn’t alter contribution rules

The Administrative Appeals Tribunal (AAT) has upheld an ATO decision to impose an excess contributions penalty and rejected a taxpayer’s claim a divorce-related superannuation split constituted special circumstances under taxation law.

How to overcome your investment fears

Are you thinking of investing but feel held back? Here's how to get started.

Navigating the outcome of the U.S. election

History suggests that investors shouldn’t be concerned about material asset return differences under different political administrations.

SMSF succession planning part 1 – getting started

  Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.  

20 Years of Silicon Valley Trends: 2004 – 2024 Insights

Check out the 20 years of Silicon Valley Trends

ATO reviewing all new SMSF registrations to stop illegal early access

The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.

Leaving super to an estate makes more tax sense, says expert

It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.