Work test changes open up TBC strategies for couples

The contribution changes coming in on 1 July will provide more time for spouses in SMSFs to even up their balances and maximise their transfer balance cap, according to an advisory firm.

RBA rate rise spurs mixed response from SMSF lenders

While the official interest rate increase has seen some SMSF lenders raise their interest rates, others are holding off for now.

ATO ramps up identity fraud detection for new SMSFs

Around a quarter of the individuals being identified as high risk under the ATO’s new registrant program have compromised identities, said the ATO.

How advice gets you closer to your goals

A recent Vanguard survey found that investors believed financial advice provides substantial portfolio, financial and emotional value, and got them closer to achieving their financial goals.

SMSF account openings shift from self-directed to advised clients

The statistics have begun to change coming out of the COVID-19 pandemic, according to new findings from Australian Investment Exchange Limited (AUSIEX).

Largest cities in the world 1500 to 2100

The information in this chart is fascinating from both an historical perspective as well as what it predicts. It also guarantees you'll be the breakfast table expert every time.

Investors are becoming more ethically conscious

Investors worldwide are becoming more actively engaged with where their money is being invested, with flows into ESG products continuing to build momentum.

ATO ruling may offer solution to NALE issues

Amendments being made to contribution ruling TR 2010/1 may provide a fix to some of the significant issues with the non-arm’s length expenditure rules, said the SMSF Association.

Weighing up value and growth

What's the difference between value and growth investing, and how can you incorporate these investment factors into your portfolio?

SMSFs still experiencing delays with SuperStream

The latest version of the SuperStream standards has made the SMSF rollover process slower and more complicated, according to around half of SMSF professionals in an industry poll.