Community
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.
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.
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.
Five questions that indicate how financial literate you are.
Australia has a relatively high level of financial literacy when ranked globally. In a study of 140 economies, Australia ranked in the top 10 countries for financial literacy.