Outlook 2025
From www.macquarie.com: Macquarie expects 2025 to be a favorable year for Australian investors, driven by falling interest rates, resilient domestic GDP growth, and a … read more
Superannuation
What is a will and how to plan a good death
From www.sbs.com.au: Dani’s experience following her mother’s death highlighted the importance of preparing for the legal and financial complications that arise when someone dies. … read more
CSLR advice sector levy hits $70m for FY26, Jones launches review
From www.smsfadviser.com: Minister Stephen Jones announced a comprehensive review of the Compensation Scheme of Last Resort after the levy for financial advisers surged to … read more
Super Alert – 31 January 2025
From www.khq.com.au: ASIC has urged superannuation trustees to enhance their anti-scam measures following findings that none of the reviewed trustees had comprehensive strategies in … read more
Super scams: ASIC’s warning to trustees
From www.claytonutz.com: ASIC has issued a warning to superannuation trustees, urging them to assess and improve their anti-scam measures in light of increasing scam … read more
Jones unlamented
From financialnewswire.com.au: Outgoing Assistant Treasurer and Minister for Financial Services, Stephen Jones, is set to leave Parliament, having made minimal progress in addressing the … read more
Draft LCR lacks NALE cost guidance
From smsmagazine.com.au: Accounting bodies have urged the ATO to provide clearer guidance for SMSFs on pricing non-arm’s-length income and expenditures, as the current draft … read more
Why bank hybrids are being phased out
From smallcaps.com.au: APRA is phasing out bank hybrid securities, which currently hold $43 billion in investments, due to concerns they pose risks to the … read more
ASIC calls out super trustees over scams and fraud
From asic.gov.au: ASIC has issued an open letter to superannuation trustees, urging them to enhance their anti-scam practices to protect members from sophisticated scam … read more
DBFO reforms to save retirees lacking advice
From financialnewswire.com.au: Research from the Super Members Council reveals that approximately 700,000 retirees in Australia are unnecessarily overpaying taxes on their superannuation, averaging an … read more
TBC indexation increase to $2m from 1 July 2025
From www.smsfadviser.com: The general transfer balance cap will increase from $1.9 million to $2 million starting 1 July, as confirmed by the latest Consumer … read more
The challenges with building a dividend portfolio
From morningstar.com.au: The hurdles in building a dividend portfolio, with insights on the prevailing dividend landscape, understanding dividends, high yield ETFs, stocks with growth … read more
SMSF establishment practices in ASIC spotlight
From www.smsfadviser.com: ASIC will prioritise the assessment of financial advice quality for establishing SMSFs in 2025, as it aims to address concerns over unsuitable … read more
SMSF clients can complicate wholesale designation
From www.smsfadviser.com: Financial advisers and accountants face challenges in classifying SMSF clients as wholesale clients due to complexities in the rules surrounding income and … read more
Mandatory service standards for APRA Funds
From the Treasurer: The Albanese Government is introducing mandatory and enforceable service standards for large APRA-regulated superannuation funds to enhance member service and outcomes.
The … read more