Understanding the role of custodians

Investment custodians have an important function to safeguard the assets of millions of Australian investors.

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.

The top mode of transport in the world

check out the top modes of transport and how prevalent they are.

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.

Our investment and economic outlook, July 2023

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

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.

The “secret” to financial freedom? Persist while others quit

See what it means to persist in the face of market volatility.

Australians need a retirement confidence boost

Giving Australians better access to high-quality and more affordable financial advice is imperative.

Tax alert warning could catch more in the ATO web

It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.

More Australians are unlocking home equity to fund retirement

A growing number of Australians are downsizing their home to fund their retirement. Here's the latest data from the ATO on use of the downsizer measure.