Economic slowdown drives mixed reporting season
Many Australian companies are still battling economic crosswinds and headwinds.
Latest Financial Planning News
Investment and economic outlook, September 2024
The latest forecasts for investment returns and region-by-region economic outlook.
SMSF succession planning part 1 – getting started
Part 1 examines the key characteristics of a sound SMSF succession plan including planning for control of the fund to pass into trusted hands in the event of a member’s death or loss of capacity.
Super sector in ASIC’s sights
The superannuation sector’s handling of retirement outcomes will be an area of focus for ASIC which has also committed to review SMSF establishment advice.
How investing regularly can propel your returns
Even investing small amounts on a regular basis will compound returns over time.
What the Reserve Bank’s rates stance means for property borrowers
The funding gap between variable and fixed rate loans is continuing to widen.
Investment and economic outlook, August 2024
Region-by-region economic outlook and latest forecasts for investment returns.
Capital losses can help reduce NALI
Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
Beware of terminal illness payout time frame
If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
