Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.

Financial abuse move now a certainty

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

Freshwater Resources by Country 2025

Check out the largest freshwater resources by Country in the World

Trustees reminded of minimum pension drawdown

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.

How boosting your super can help you reduce your tax bill

Here's how topping up your super can help reduce your tax bill

Investment and economic outlook, April 2025

The latest forecasts for investment returns and region-by-region economic outlook

Are your adult children ready for the wealth transfer?

The inheritance wave is building but most people are unprepared for the ride

Why more Australian SMSF owners are looking to global equities

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.