The latest SMSF Benchmark Report from Class indicates that there is a continuing trend towards younger age groups setting up SMSFs, which follows similar…
The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.
The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.
Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?
While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.
As part of its review of transaction information from cryptocurrency service providers, the ATO has said that it will be using this data to ensure that SMSF trustees or members…
Transfer of loan amounts flagged as vital compliance step for LRBAs
Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.
Investment portfolios are often built in an ad-hoc fashion with too little thought given to taking a co-ordinated approach to investing.
Are you contributing enough to super? Recent research highlights the reality that most members of large super funds do not make voluntary contributions.