High interest and inflation can pay dividends for SMSFs
July 18, 2023

High interest and inflation can pay dividends for SMSFs

While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.

by zfs
Tax alert warning could catch more in the ATO web
July 8, 2023

Tax alert warning could catch more in the ATO web

It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.

by zfs
The keys to high retirement confidence
June 23, 2023

The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.

by zfs
Banking on the Age Pension
June 21, 2023

Banking on the Age Pension

The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.

by zfs