Community
SMSFs cautioned on ‘strict conditions’ with SMSF lending
Where SMSFs are planning to lend money there are some important conditions to be aware of including who the money is lent to and the reason for the loan.
2022 by the numbers
How did share markets around the world performed last year? And what investment lessons can we learn from 2022? Read on to find out.
Downsizer age reduction now in force
With the eligibility age for downsizer contributions now age 55, the SMSF Association has highlighted some important considerations for younger clients looking to use the measure.
Auditor flags surprising traps with e-signatures and SMSFs
A specialist auditor has explained some of the grey areas and confusing aspects of electronic signatures and SMSF documents.
ATO raises alarm on asset protection scheme for SMSFs
The ATO is concerned about SMSFs entering into certain asset protection arrangements that involve a ‘Vestey Trust’.
A review of the last two decades in investing
Robin Bowerman, Head of Corporate Affairs and Editor of Smart Investing, is retiring after almost 20 years with Vanguard. Here he reflects on the investment landscape over the last two decades.
Transitioning into retirement: What you should know
Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.Deciding on your retirement funding options in retirement comes down to what makes the most sense for you.
A 2022 Advent Calendar for our clients
Come back each day and click on the next date for more inspirational and Christmas quotes.
Draft legislation released for franking credit changes
The government has released draft legislation on its measure to alter the tax treatment of off-market share buybacks.