The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It's important to ensure your trust deed is watertight.

ATO warns of rise in SMSF identity fraud and investment scams

The ATO has warned SMSF members to be aware of identity fraud and investment scams.

Banks launch scam awareness campaign

The new campaign highlights the importance of customer alertness against criminal activity by scammers.

Unintended consequences of work test changes to be rectified

New draft legislation to the work test mean impacted individuals will retain their ability to claim deductions for personal contributions post 30 June 2022, says a leading adviser.

Our investment and economic forecasts, April 2023

Our latest forecast changes include expectations for:

ATO warns SMSF on sole purpose test for property investment

  Property investment by an SMSF will fail the sole purpose test if it provides pre-retirement benefit to someone such as personal use of a fund asset, warned the ATO director of the SMSF Auditors Segment.  

More women take up SMSF as others look for advice

A new report from AUSIEX shows that in 2022, new SMSF trading accounts were relying more on advice, were increasingly female and favoured a distinct mix of asset classes, securities and sectors.

How Long Could You Survive Drinking Only ………

Here's how long you'd live consuming only this liquid, and nothing else.

Devil in the detail on super changes

Proposed changes to superannuation have the potential to reshape the retirement landscape. The objective of super remains the missing ingredient in the mix.  

Weighing up cash deposits

Cash in a deposit account doesn't necessarily equate to safety. That's why many investors are shifting to fixed interest securities.