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SMSF News & Analysis
Retirement
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 07 May 2024
Retirement
The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re...
Meg Heffron | 05 May 2024
Retirement
New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to...
Brett Grant | 25 March 2024
Retirement
Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a...
Shani Jayamanne | 28 February 2024
Retirement
New data shows that more Australians are investing their retirement savings in SMSFs.
James Gruber | 15 February 2024
Retirement
In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry....
Meg Heffron | 05 February 2024
Retirement
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 31 January 2024
Retirement
This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and...
Meg Heffron | 09 January 2024
Retirement
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...
Meg Heffron | 24 October 2023
Stocks
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Graham Hand | 19 October 2023
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