End-of-year break time for super check-up

End-of-year break time for super check-up

Superannuants should use the end-of-year holiday break to check the status of their retirement savings and consider if advice would be useful to them, given many are unsure how much they will need at the end of their working life, an industry body has stated. . The...
Investment and economic outlook

Investment and economic outlook

latest forecasts for investment returns and region-by-region economic outlook. . Vanguard’s outlook for financial markets We have updated our forecasts for the performance of major asset classes, based on the 8 November, 2024, running of the Vanguard Capital Markets...
9 Ways You Can Invest Using SMSF

9 Ways You Can Invest Using SMSF

Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your retirement savings wisely. . 1. Property As an SMSF member, you can purchase property as an investment. You might want to consider...
It’s super hump month. Make the most of it

It’s super hump month. Make the most of it

The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working Australians get more money into their superannuation. . Fundamentally they involved increases to the statutory amounts individuals can contribute into...
Super funds finish 2024 with double-digit returns

Super funds finish 2024 with double-digit returns

Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis. . The Association of Superannuation Funds of Australia (ASFA) has said its research revealed that in the 12 months to December 2024, much of the sector for both balanced...
Know the difference between general and specific NALE

Know the difference between general and specific NALE

SMSF professionals should take note of the wording changes in Law Companion Ruling 2021/2DC, which outline the differences between specific and general NALE, a legal specialist has said. . Fraser Stead, solicitor with DBA Lawyers, said the new LCR, or updated draft...
A Unique Advent Calendar

A Unique Advent Calendar

Once again we are pleased to release an advent calendar. One developed especially for you, our clients, your family and your friends. Come back each day and click on the next date for more inspirational and Christmas quotes. We can't be sure but it seems this...
Women still outpacing men in SMSF establishments

Women still outpacing men in SMSF establishments

More women than men entered into SMSFs in the September quarter, according to the latest ATO statistics. . The quarterly statistics revealed that the most new entrants were women aged 35–44 years (40.4 per cent) with men in the same age bracket coming at 36.8 per...