Financial Planning

check out the top modes of transport and how prevalent they are.

Investment markets rebounded in 2022-23. But it's important to understand that asset class returns vary from year to year.

Investment custodians have an important function to safeguard the assets of millions of Australian investors.

Read our latest forecasts for investment returns and our region-by-region economic outlook.

The SMSFA has renewed its call for a more equitable and less costly approach to the federal government’s proposed new tax on superannuation balances exceeding $3 million.

Lease agreements for property must also adhere to non-arm’s length regulations to avoid the scrutiny of the ATO, says an SMSF expert.

The amount of superannuation needed to live comfortably has risen to a record high as the cost-of-living crisis continues to impact all Australians.

Following the release of the government’s latest Intergeneration Report there is renewed confidence that more people will see SMSFs as a more attractive option as a savings vehicle for retirement.

Of the nearly 97,000 complaints lodged with AFCA in the past 12 months, less than 5% were related to investments and advice and just under 2% were about life insurance.

A statement from the authority says consumers in dispute with financial firms lodged a record 96,987 complaints, an “unprecedented” rise of 34% on the previous financial year.

Fewer taxpayers have raced to file an early return and the total paid out in refunds is already down by $1.7 billion.

UPDATED: This budget measure waives fines for late lodgment of income, BAS and FBT returns due during the pandemic.

A growing number of Australians are downsizing their home to fund their retirement. Here's the latest data from the ATO on use of the downsizer measure.