News

The SMSF association reference guide for the 2026/27 FY is a practical reference designed to help keep you informed and up to date with the latest figures relevant to SMSF and wealth planning strategies throughout the financial year.

The Budget is dressed up as housing and fairness reform but, in substance, is broad-based revenue raising. The Government has chosen to tax capital, family structures and seniors rather than tackle the harder structural levers.

Accurium’s superannuation technical adviser explores contribution reserving as an effective end-of-financial-year strategy, outlining how it may help optimise superannuation contributions and manage tax outcomes more strategically.

The Australian Securities and Investments Commission abandons the recommendation of a minimum balance of $500,000 to set up a fund.

An ATO ruling that excludes family members on the death or divorce of their natural parent seems arbitrary in a society where blended families are widespread.

Contributing factors to the growth of Australian millionaires are stock market earnings, property, and other investments.

The High Court decision in Hill v Zuda has given trustees greater certainty around binding death benefit nominations.

It may be time to reflect on where we are in the cycle of things, as the next big thing could be a return to normal

From 1 July 2017, basically anyone could claim a tax deduction for their personal contributions provided they were able to use the tax deduction.

Recontribution tactics made possible by rule changes are a game changer for older Australians and their families.

A well-considered estate plan will make life easier for any beneficiaries – the invaluable parting gift.

For the first time, individuals aged between 67 and 75 will no longer need to satisfy a work test to make voluntary super contributions.