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Month: August 2024
Capacity doubts now more common
The partner of a legal firm specialising in superannuation has revealed the concept of SMSF member mental capacity is becoming more prevalent in estate planning challenges, prompting the need for practitioners to amend their procedures regarding all fund actions.
It’s never too early to start talking about aged care with clients
Financial planning professionals should be having conversations with their clients as soon as possible about their aged care needs, says a specialist adviser.
Insurance inside super has tax advantages
One of the most significant advantages of holding insurance policies inside superannuation is the tax deduction for life and disability premiums that go towards paying out a disability superannuation benefit, according to a leading technical specialist.
What super fund members should know when comparing returns
Why you need to compare apples with apples on super fund performances and fees.
The five reasons why the $A is likely to rise further – if recession is avoided
After a soft patch since 2021, there is good reason to expect the $A to rise into next year
Striking a balance in the new financial year
By doing a few calculations you can easily see if your portfolio is still on track.
Our investment and economic outlook, July 2024
Our region-by-region economic outlook and latest forecasts for investment returns.