6 simple rules will ensure a deed can be executed in all states

There are six simple rules that will ensure a deed is executed properly in every Australian state, says a leading superannuation legal consultant.

Revised NALE rules ‘miss chance to clarify SMSF bugbear

The ATO will need to help trustees work out when an arrangement is internal to the fund for the purposes of non-arm’s length expense rules, says the NTAA.  

High deposit rates, but the case for equities is strong

Investors can currently lock in attractive term deposit rates, however equities are still likely to outperform cash over the longer term.

Too many businesses roll the dice on tax debt: Jordan

Profitable companies that choose to relegate their tax and super obligations will be a focus of the ATO’s crackdown on collectable debt, Commissioner says.

The benefits and risks of collectable super assets

While owning collectable and personal use assets inside a SMSF may sound appealing, there’s a big catch.

Our investment and economic outlook, September 2023

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

Living comfortably in retirement just got more expensive

  The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.  

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.  

Penalty amnesty tempts 7,000 small businesses back into tax system

  UPDATED: This budget measure waives fines for late lodgment of income, BAS and FBT returns due during the pandemic.  

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.