Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
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Shhh... don't mention the wealth: Family offices fret about online boasting
A desire to flaunt ubiquitous wealth on social media is putting moneyed families at risk, according to family office representatives, with extortion and...
'Neither simple nor fair': Super stakeholders push back over unrealised gains hurdle
While the move to tax superannuation balances above $3 million at a higher rate would affect only a handful of people at first, if the threshold is not indexed...
Upfront advice tax deductibility a possibility mid-2023 after four years of consultation
Back in 2019, then-FPA CEO Dante De Gori and Tangelo Advice Consulting's Conrad Travers engaged the ATO to see if it would be open to updating guidance on the...
'Not aligned to reality': Tomorrow's retirees want $99K per year in today's terms
Working Australians aren't getting real when it comes to plausible retirement ages and income levels, according to data from Vanguard, with a new report...
Budget delivers cost-of-living relief and surplus, but super tax provisions draw industry ire
The federal government plans to use part of the $4.2 billion projected budget surplus to provide cost-of-living relief for Australian households and small...
Super fund satisfaction levels drop as market volatility bites
Australians across the board are less satisfied with their superannuation funds than they were a year ago, a new report from Roy Morgan showed, with share...
Super caps: Keep calm and carry on (for now)
The Treasurer's plan to limit concessional tax treatment within super at $3M comes without a lot of the details required for effective retirement planning....
Downsizer, NALE rule changes top shifting regulatory backdrop for SMSFs
Peter Burgess told the SMSF Association's National Conference the industry group has pushed for some of the developments, while it continues to oppose others,...
'Not a honeypot': ATO flags increase in illegal early access to super via SMSFs
The success and popularity of SMSFs has also given several hundred thousand people direct access to their retirement savings. More concerning, the ATO...
Super's purpose is preservation, not solving other problems: Jones
Speaking at the SMSF Association's National Conference, the assistant treasurer called out "modern-day Edmund Hillarys" seeking to raid Australia's "Mount...
SMSF sector poised for growth as millennials, Gen X opt for 'the Spotify of superannuation'
Despite a growth hiccup in 2022 the SMSF sector is trending in the right direction, with more younger people opting for choice in the way they manage their...
SMSF investors flock to longer term deposits, but Aussie equities still reign
The shift to healthy longer term deposits has begun, and while Australian equities still dominate SMSF portfolios the way they access them is changing.
Super tax breaks for mega-rich to cost $53 billion as calls for reform grow
Superannuation tax breaks will cost the government nearly $53 billion this year, nearly matching the cost of the entire age pension program, according to a new...
Treasury floats NALI rule change to stop unfair penalties for SMSFs
The federal government is seeking feedback on proposed changes to rules aimed at preventing non-arm's-length transactions by superannuation funds, in a bid to...