SMSFs will continue to grow as government eyes superannuation coffers

  Following the release of the government’s latest Intergeneration Report there is renewed confidence that more people will see SMSFs as a more attractive option as a savings vehicle for retirement.  

Average ATO refund tumbles $430 compared to last July

  Fewer taxpayers have raced to file an early return and the total paid out in refunds is already down by $1.7 billion.  

Transferring wealth to the next generation

Inheritance planning, particularly the future division of wealth and the intended treatment of assets, should be openly discussed at the family level.

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.

Oldest Buildings in the World

Check out the oldest buildings in the history of the world.

Intergenerational Report 2023

Australia’s future to 2063  

Super gender divide to remain a challenge

The Federal Government has flagged it expects the gender gap in superannuation balances to persist well into the future.

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.