The ATO has expressed its concerns over SMSF asset values that have remained unchanged over multiple income years. ow.ly/2a6050RaogK
#SMSF #financialplanning #smstrusteenews #smsfinvestors
SMSF trustees could face a compliance issue should they use an LRBA to purchase vacant land through their fund. ow.ly/NaS850Rao0h
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The Australian share market will outperform expectations in the 2024 and 2025 financial years, primarily due to anticipated cuts to interest rates as inflation falls. ow.ly/jq5I50Rao2U
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The tax position of an SMSF can be maximised by recognising the types of capital gains ineligible to have the allowable discount applied to them. ow.ly/z04650RakMU
#SMSF #financialplanning #smstrusteenews #smsfinvestors
Annuities are showing an increase in popularity among retirees since providers of these products have addressed some of the associated design issues. ow.ly/QATZ50RanZh
#SMSF #financialplanning #smstrusteenews #smsfinvestors
Difficult economic conditions are seeing a worldwide shift away from impact investing in favour of chasing higher portfolio returns. ow.ly/XMxa50RanVS
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The Australian share market will outperform expectations in the 2024 and 2025 financial years, primarily due to anticipated cuts to interest rates as inflation falls. ow.ly/aNVJ50RakLt
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The Compensation Scheme of Last Resort for unpaid monies from AFCA determinations is now operational for consumers to use. ow.ly/yYco50RanXY
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The tax position of an SMSF can be maximised by recognising the types of capital gains ineligible to have the allowable discount applied to them. ow.ly/z04650RakMU
#SMSF #financialplanning #smstrusteenews #smsfinvestors
Annuities are showing an increase in popularity among retirees since providers of these products have addressed some of the associated design issues. ow.ly/S4qP50RakfK
#SMSF #financialplanning #smstrusteenews #smsfinvestors
SMSF trustees could face a compliance issue should they use an LRBA to purchase vacant land through their fund. ow.ly/jAvG50RakGw
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The ATO has expressed its concerns over SMSF asset values that have remained unchanged over multiple income years. ow.ly/bETy50RakPf
#SMSF #financialplanning #smstrusteenews #smsfinvestors
Difficult economic conditions are seeing a worldwide shift away from impact investing in favour of chasing higher portfolio returns. ow.ly/uRte50Rak8B
#SMSF #financialplanning #smstrusteenews #smsfinvestors
The Compensation Scheme of Last Resort for unpaid monies from AFCA determinations is now operational for consumers to use. ow.ly/cqOJ50RakbX
#SMSF #financialplanning #smstrusteenews #smsfinvestors
SMSF trustees using a related-party LRBA and adhering to the PCG 2016/5 safe harbour rules will be facing a significant interest rate hike in 2023/24. ow.ly/Yt9n50P9xY5
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
Private assets can offer higher returns, but investors should be aware a quick, low-cost exit may not be possible during a downturn. ow.ly/QwaN50R7w5i
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
A government-appointed taskforce has recommended those with higher superannuation balances should fund their aged-care requirements as this is consistent with the objective of super. ow.ly/EYM450R7w83
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
The valuation rules applied to downsizer contributions are very strict and not consistent with other tax provisions regarding property transactions. ow.ly/r6l350P9ygb
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
Investors eyeing global small-cap stocks are likely to find encouraging signs as these stocks have a track record of robust rebounds in post-recession periods. ow.ly/1sb550P9yb3
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
The volatility currently afflicting fixed income markets should make investors reconsider their reliance on yield in portfolio bond allocations. ow.ly/xLnr50R3Pt2
#SMSF #financialplanning #smstrusteenews #smsfinvestors #smsftrustees
