Hot Issues

• ATO reviewing all new SMSF registrations to stop illegal early access
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• Our investment and economic outlook, July 2024
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• The five reasons why the $A is likely to rise further - if recession is avoided
• What super fund members should know when comparing returns
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• It’s never too early to start talking about aged care with clients
• Taxing unrealised gains in superannuation under Division 296
• Capacity doubts now more common
• Most Gold Medals in Summer Olympic Games (1896-2024)
• SMSF assets reach record levels amid share market rally
• Many Australians have a fear of running out
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• NALE bill passed by parliament
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• LRBA interest rates increase for 2025
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• Transitioning into retirement: What you should know
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• Getting to a higher level of financial literacy in Australia
• What is the future of advice and how far off is superannuation 2.0?
• Investment and economic outlook, April 2024
• Australia’s debt service ratio ‘extraordinary’: CBA
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• ACCC scam report
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• ATO warns trustees about increasing crypto scams
• Aged care report goes to the heart of Australia’s tax debate
• Removed super no longer protected from creditors: court
• ATO investigating 16.5k SMSFs over valuation compliance
• The 2025 Financial Year Tax & Super Changes You Need to Know!
• Investment and economic outlook, March 2024
• The compounding benefits from reinvesting dividends
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• Illegal access nets $637 million
• Trustee decisions are at their own discretion: expert
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• Latest stats back up research into SMSF longevity and returns: educator
• Investment and economic outlook, February 2024
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• Labor tweaks stage 3 tax cuts to make room for ‘middle Australia’
• Quarterly reporting regime means communication now paramount: expert
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• Why investors are firmly focused on interest rates
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• EPOA crucial for SMSFs, says professional adviser
• Economic and market outlook for 2024: Global summary
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• ATO takes hard line on in-house asset rules
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• SMSFA says proposed super legislation will hit farmers, small businesses the most
• Investment and economic outlook, October 2023
• The benefits and risks of collectable super assets
• Teaching children about the value of money
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• Retirement is not just about dollars
• Unfair Terms in a Standard Form Contract
• Too many businesses roll the dice on tax debt: Jordan
• Revised NALE rules ‘miss chance to clarify SMSF bugbear
• 6 simple rules will ensure a deed can be executed in all states
• Our investment and economic outlook, September 2023
• The benefits and risks of collectable super assets
• High deposit rates, but the case for equities is strong
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• Single-asset segregation barred
• Intergenerational Report 2023
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• Investment and economic outlook, August 2023
• Managing complex relationships in SMSFs comes down to well-crafted deeds
• Last chance for $25,000 super deduction
• Super gender divide to remain a challenge
• Oldest Buildings in the World
• Advice-Related Complaints Low Despite Huge Rise In General
• From purchase to lease, SMSF property documentation is essential
• Taxing unrealised capital gains a grave concern: Burgess
• Protect your business from cyber threats.
• Our investment and economic outlook, July 2023
• Understanding the role of custodians
• Returns rebound in 2022-23
• The top mode of transport in the world
• Tax alert warning could catch more in the ATO web
• Five questions that indicate how financially literate you are.
• Preparing for EOFY tax scams with business and cyber resilience
• High interest and inflation can pay dividends for SMSFs
• Australians need a retirement confidence boost
• The “secret” to financial freedom? Persist while others quit
• Top 50 Greatest Cuisines
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• Summary of Superannuation Issues and Recent Changes
• Legislation changes give market-linked pensions better outcome
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• Top 50 Greatest Inventions in History
• Unintended consequences of work test changes to be rectified
• Banks launch scam awareness campaign
• ATO warns of rise in SMSF identity fraud and investment scams
• The importance of SMSF succession planning
• Overview of the Federal Budget 2023 – 24
• Our investment and economic forecasts, April 2023
• 2023 Federal Budget: Stronger foundations for a better future
• Australian retirees face accelerating price pressures
• Protect your business from cyber threats.
• Devil in the detail on super changes
• More women take up SMSF as others look for advice
• More SMSF members accessing funds without meeting conditions: ATO
• How Long Could You Survive Drinking Only .........
• Weighing up cash deposits
• Bank closures, market volatility call for perspective
• China’s economic rebound lowers the odds of a global recession
• No plans to extend NALI compliance relief, says ATO
• Why most investors want human advice
• Comparison: How Long It Takes To Decompose?
• Contribution caps to stay the same for 2023–24 year
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• Beating back inflation, but at what cost?
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• 100 Most Influential people in the world.
• TBC set for double indexation from 1 July
• ATO issues fresh warning on illegal early access schemes
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• Digital advice firm optimistic QAR will ‘reset financial advice’
• 2022 by the numbers
• ATO raises alarm on asset protection scheme for SMSFs
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• SMSF professionals play critical role in Age Pension planning
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• Advisers warned on major timing traps with lifetime CGT cap
• Draft legislation released for franking credit changes
• Budget October 2022-23 - Comprehensive summary
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• ATO raises ‘illegal early access’ concerns with small business owners
• Investors and recessions
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• ASIC consulting on changes to SMSF advice guidance
• ATO taking ‘harsher’ stance on loans to members
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• Take action on valuations now to avoid delays, says ATO
• Four powerful ways to build investing confidence
• ATO provides cyber security tips for SMSFs
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• The Countries that Consume the Most Beer in the World
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• ATO clarifies critical reporting deadline with TBAR transition
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• A retirement plan built to last
• Proof of ownership flagged as ‘biggest’ crypto issue for SMSFs
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• SMSFs warned on common mistakes with bare trusts
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• Tax Office homing in property deductions, SMSFs warned
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• ATO flags changes to TBAR reporting
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• Work test changes open up TBC strategies for couples
• Using trusts: Keeping it in the family
• SMSF account openings shift from self-directed to advised clients
• ATO ramps up identity fraud detection for new SMSFs
• ATO ruling may offer solution to NALE issues
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• Investors are becoming more ethically conscious
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• How advice gets you closer to your goals
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• Government intervention in super a ‘low priority’ for consumers
• ATO upgrades Online services for SMSF auditors
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• SMSFs warned on NALE uncertainty
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• Our 2021 Advent Calendar.
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• ATO zeroes in on SMSF lifestyle assets
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• ‘Mammoth consequences’: ATO’s NALI ruling draws ire from professionals
• Videos and other resources for our clients
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• 6-member SMSF registration availability to begin mid-August
• SMSFs go for growth
• Tax time: calculating investment income and deductions
• ATO extends Division 7A relief
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• Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
• What's your risk profile?
• Downsizer and bring forward combination creates new opportunities for super strategy
• Trust deed must include certain items
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• Videos to help understand financial planning topics.
• SMSFs still on top for member satisfaction
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• Budget measures designed to give retirees control in increasingly ‘opaque’ super environment
• Federal Budget 2021 - Overview
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• Asset allocations still hold the key
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• Dealing with compliance complexities impacting overseas SMSF property
• SMSFs flagged on Div 7A relief implications from ATO’s updated guidance
• SMSF Association clarifies NALI issues around pension phase assets
• 5 strategies for successful ‘work from home’ policies
• A new crypto world is emerging - the non-fungible token
• Retirees aren’t sitting on their super: ASFA
• COVID crash: one year on
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• ATO releases updated guidance on LRBA and Division 7A interaction
• Understanding the coming super balance cap changes
• A broad range of Calculators.
• ATO’s good-faith approach to crypto won’t last much longer
• Navigating the post-pandemic challenges and pathways of super for young women
• ATO Small Business Newsroom
• Cost of retirement up in December quarter
• Why benchmarking will be good for super funds
• What exactly is inflation?
• The risks in hunting for higher returns
• Frydenberg flags super freeze
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• Taking a deeper dive into indexation of the transfer balance cap
• ASIC sounds warning around high-yield bond scams
• How to pass the diversification test
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• Retirees proceeding with downsizing plans as confidence rises
• Early access boosted interest in advice
• Vaccination rates as they happen around the world
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• Videos and other resources for our clients
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• Superannuation ideas for 2021
• Retirees need new super investment approach
• Returning expats reminded on tax snares with pensions, investments
• 2020 is coming to an end. Phew!!
• ATO flags key deadlines for early release of super
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• Capital preservation front of mind for SMSF returns
• Comprehensive list of COVID-19 initiatives and packages.
• Most SMSFs are still poorly diversified
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• Majority of retirees expected to fall short on retirement savings
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• Budget 2020 - A very comprehensive break down.
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• Budget 2020 - At a Glance, Overview, Outlook
• JobKeeper extension – changes implemented
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• How to construct an effective portfolio
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• Lenders are getting tougher on older borrowers
• September update of latest COVID-19 initiatives.
• Update of Superannuation contribution rules from July 1, 2020.
• More than $31bn paid under early super release
• Your super fund, your choice
• SMSFs urged to act on compliance issues ahead of tougher penalties
• A beginner's investment guide to long-term wealth
• ATO confirms important issue on pension payments
• How SMSF trustees navigated COVID-19 volatility
• JobKeeper - Latest Update
• Estate planning and investments
• Pandemic spurs a rise in investment scams
• Early release of Super extended to Dec 31
• Excess TBC issues surfacing with reduced pension account values
• The Bond Market.
• Treasury underestimates early super by $15bn
• 'But how will we pay for this?'
• SMSFs urged to review leases before granting rent relief
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• Extra Tools & Resources for our clients.
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• Data so large it's hard to comprehend.
• Ride the market to recovery
• Historic $130bn wage subsidy to cover 6 million workers
• Stage 2 – Covid-19 stimulus package.
• Covid-19 Update - Small Business
• PM launches $17.6 billion virus stimulus plan
• What 2020 holds for low cost funds
• Non-concessional contributions breaches on ATO radar
• Expected GDP by country 2010 to 2100
• Investing with small amounts
• A resource hub for our clients.
• New laws mean 65-year-olds should hold off on large contributions
• Understanding the dangers with downsizing and super
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• Advice for my twenty-something self
• Beware: Penalties and pitfalls of the early release of super.
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• Start 2020 with a best snapshot of Australia.
• Total return investing
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• The economic and investment outlook for 2020
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• Retirement planning in 15 minutes a day
• Eggs, baskets and diversified SMSF investment strategies
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• Does your mind help or hinder your investment success?
• Four key principles that help achieve portfolio success
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• NALI, LRBA measures pass Parliament
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• Choosing your investment strategy
• ATO letters indicate a wider SMSF warning
• Australia by the numbers - September 2019
• ATO opens applications for SG exemption
• SMSFs attract younger members
• Heed restrictions on downsizer contributions
• Access to more resources and tools than most websites.
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• How's Australia doing statistically?
• LRBA changes mostly affect Melbourne, Sydney retirees
• Lessons from the 2019 Index Chart
• The global economy at midyear: How our views have changed
• The biggest global corporations since 1998
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• Downsizer Super Contribution
• Keep track of how Australia is really ticking over.
• Insights from the 2019 Vanguard / Investment Trends SMSF survey
• What falling interest rates mean for investors
• ATO releases ‘welcome guidance’ on death benefit income streams
• Super growth reducing age pension drawdown
• Big four firm outlines new financial year checklist for SMSFs
• Asset allocation as you age
• Australia - the story goes on.
• Consolidate your super and save
• Critical documentation steps flagged with switching SMSF loans
• Good investment habits versus damaging biases
• Control considerations flagged with death benefit pensions for children
• Interest rate for SMSF loans set to rise under safe harbour terms
• Recession on our mind
• What it will take to close the super gap between men and women
• Australia - How are we going as 2018-19 ends?
• LRBAs, guarantees in need of review after property market falls
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• ATO updates valuation guidelines for pension reporting
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• Your personal financial register
• Australia’s $4bn Super blackhole impacting self-employed most
• The proper help can be a benefit - age pension
• SMSFs on ATO’s radar in cryptocurrency review
• Limited recourse borrowing arrangements - LRBAs
• What a financial planner does to help.
• Goodbye to ad-hoc portfolios
• Wanted: More voluntary super contributions
• Australia by the numbers – May Update
• Federal Budget 2019 - Overview
• How the 2019 Federal Budget affects you
• The problem with getting to 53 years of age.
• Paying for health care in retirement
• Personal super contributions and the 10% test
• What investors can expect as key moves affecting markets await
• ATO flags PAYG obligations for SMSFs with legacy pensions
• Don't just plan for retirement; Plan for your life
• Consumers misunderstand types of advice
• Budget Time - How's Australia going?
• When super isn't compulsory
• Investors brace for Brexit - deal or no deal
• ATO identifies SMSF contravention red flags
• Extra website resources and tools is one way we offer you and your family more.
• Tax and estate planning traps flagged with pension restructures
• A checklist for a healthy financial year
• High-risk LRBAs, TBAR on the ATO’s radar this year
• All you need to know about how Australia is going.
• Royal Commission report makes super fee recommendations
• Four tips for boosting your super balance
• New Year resolutions, New Year strategies
• Part 4 - The major benefit of ‘behavioural coaching'
• 3 tips for weathering the market's bumpy ride
• Common BDBN ‘pitfalls’ flagged in wake of ASIC action
• Case law points to ‘growing importance’ of SMSF document chain
• How Australia is performing.