Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
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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...
Death benefit litigation puts SMSF trustee role in focus
Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations....
'Absolutely too complex': SMSF body slams indexation rules amid cap increase
The likely 'double-bump' transfer balance cap increase to $1.9 million will exacerbate what is already an "overly complex" indexation rule that advisers have...
LRBA holders to ride property market out, despite volatility blip
Australians' penchant for property investment comes with the caveat that patience is a necessary virtue. This applies doubly so for fretful LRBA holders,...
Has there been a better time for retirees to invest?
Ever since the GFC interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But...
Death benefit litigation puts SMSF management in focus
Litigation involving estate planning and superannuation is ramping up, with major impacts on self-managed super funds, and in particular trustee obligations....
Tax deductibility review a ray of hope for adviser community
Advisers are rallying around the prospect of upfront advice fees becoming tax deductible after the ATO announced a review of Tax Determination 95/60.
Lifecycle super funds not aligned with investment mandates: APRA
Superannuation funds are more commonly offering 'lifecycle' investment options that adjust with a saver's age. But a recent paper by the superannuation...
ASIC pullback on $500K threshold sparks SMSF narrative change
After the regulator abandoned its $500K minimum balance guidance, the SMSF Association says it hopes licensees will reconsider some of the concerns they may...
Proposed changes to off-market share buybacks rile franking system advocates
Treasury has released for public consultation draft legislation aimed at closing a tax loophole for off-market share buybacks, prompting renewed fears over the...