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.
by zfs
by zfs
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.
by zfs
What super fund members should know when comparing returns
Why you need to compare apples with apples on super fund performances and fees.
by zfs
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
by zfs
Striking a balance in the new financial year
By doing a few calculations you can easily see if your portfolio is still on track.
by zfs
Our investment and economic outlook, July 2024
Our region-by-region economic outlook and latest forecasts for investment returns.
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Income-free areas set to increase from 1 July
People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.
by zfs
LRBA interest rates increase for 2025
The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.
by zfs
Compliance focus impacts wind-ups
The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.
by zfs