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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.
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.
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.
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.