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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.
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.
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From purchase to lease, SMSF property documentation is essential
Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.
Understanding the role of custodians
Investment custodians have an important function to safeguard the assets of millions of Australian investors.
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.
Our investment and economic outlook, July 2023
Read our latest forecasts for investment returns and our region-by-region economic outlook.
The “secret” to financial freedom? Persist while others quit
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High interest and inflation can pay dividends for SMSFs
While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.