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It’s never too early to start talking about aged care with clients
Financial planning professionals should be having conversations with their clients as soon as possible about their aged care needs, says a specialist adviser.
The five reasons why the $A is likely to rise further – if recession is avoided
After a soft patch since 2021, there is good reason to expect the $A to rise into next year
Capacity doubts now more common
The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.
SMSF assets reach record levels amid share market rally
How SMSF trustees are investing their retirement savings.
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LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
Many Australians have a fear of running out
Longevity risk is a growing concern for many working Australians as well as retirees.Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.
Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.