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Move assets before death to avoid tax implications

Mitigating the impact of death benefit tax can be supported by ensuring the SMSF deed allows for the transfer of assets out of the fund ...
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Investment and economic outlook, November 2025

The latest forecasts for investment returns and region-by-region economic outlook . Australia Stalling disinflation keeps monetary policy on hold “A stronger-than-expected third-quarter inflation print diminishes the ...
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Becoming a member of an SMSF is easy, but there are other things that need to be considered

There are very few restrictions on who can become a member of an SMSF, but there are conditions with which members must comply when they ...
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AI exuberance: Economic upside, stock market downside

The key findings of Vanguard’s economic and market outlook to be released in December . Financial markets are exuberant—and there are some good reasons for ...
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How Many Countries Divided From The Largest Empire throughout history

Check out the countries that have been born from some of the largest empires in history. . . . . . . . . . ...
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Call for SMSF ‘nudge’ in DBFO package

The peak SMSF body has called on the government to extend the member ‘nudge’ rules beyond industry and retail super funds.   . The SMSF ...
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Beware pushy sales tactics targeting your super

The Australian Securities and Investments Commission (ASIC) has warned Australians to beware of high-pressure sales tactics aimed at getting people to switch superannuation providers. . ...
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Determining what is an in-house asset can help determine investment strategy

It is important to understand what is and what isn’t an in-house asset to ensure compliance in an SMSF, a leading technical specialist has said. ...
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Stress-test SMSF in preparation for Div 296

SMSFs that hold farms or small businesses should do a “stress test” on their funds in preparation for the Division 296 tax, a leading adviser ...
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Investment and economic outlook, October 2025

Latest forecasts for investment returns and region-by-region economic outlook . Australia Modest disinflation, tight labour market warrant caution “We expect the Reserve Bank of Australia ...
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Accountants united in support for changes

The three major accounting bodies have backed the changes to the Division 296 tax and have called for it to be implemented quickly. . Australia’s ...
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How to budget using the envelope method

Here's five simple steps to create a budget that doesn't involve tracking every expense . To achieve our financial goals, we need to know where ...
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Airplane Fuel Consumption Per Minute

Check out the fuel consumption per minute of different airplanes — from small propeller planes to giant airliners and powerful fighter jets. . . . ...
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New NALE guidance still has issues

The ATO has released its updated Law Companion Ruling (LCR) 2021/2 regarding the application of non-arm’s length income (NALI) laws with the SMSF Association giving ...
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Younger Australians expect more for their retirement

Australians under 45 now expect they will need at least $100,000 a year per household to live comfortably in retirement, according to new research from ...
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Evolution of ‘ageless workers’ sees retirement age rise

Australians are retiring later due to cost-of-living pressures and the evolution of white-collar employment, according to research from KPMG. . In an analysis of the ...
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Caution needed if moving assets to children

Legal advisers need to be cautious when transferring assets from parents to children if the former are still alive. . Scott Hay-Bartlem, partner at Cooper ...
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Investment and economic outlook, September 2025

Latest forecasts for investment returns and region-by-region economic outlook   . Australia Solid growth confirms private sector recovery “Policy support is clearly acting as a ...
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Five building blocks that could lead to a more confident retirement

How Australia Retires 2025 report, explores how Australians prepare for and experienced retirement. . Building block 1: Being financially literate Financial literacy is about understanding ...
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How changes to deeming rates could affect your pension payments

What the end to the deeming freeze means for Age Pensioners . If you receive the Age Pension, upcoming changes from 20 September could affect ...
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The biggest earthquakes in history : (1905–2025)

Check out this powerful visual journey through the most powerful earthquakes ever recorded. From massive Chilean earthquakes along the Pacific Ring of Fire to the ...
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Compassionate release warning issued

The ATO has warned consumers, financial advisers and health practitioners it is aware of dishonest practices being used to access superannuation early for non-critical medical ...
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ATO warns that SAR lodgments are on its radar

Outstanding SMSF annual returns will be a primary focus of the ATO, the deputy commissioner has said. . Emma Rosenzweig says there is a growing ...
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How ‘investment procrastination’ could be hurting your wealth

Putting off investing could cost you more than you think. . Many people delay investing because they feel they don’t know enough, are afraid of ...
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New report highlights confusion over BDBNs

Less than a quarter of Australians have made valid binding death benefit nominations, new research has shown. . Research from Super Consumers Australia reveals that ...
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investment and economic outlook, August 2025

latest forecasts for investment returns and region-by-region economic outlook . Australia Progress on disinflation paves the way for further easing “The Reserve Bank of Australia ...
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Common sense the best defence against fraudsters: forensic auditor

Basic common sense is one of the best tools to detect fraudulent schemes, a forensic auditor has said. . Sharlene Anderson, a consultant for Veritas ...
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How $1,000 plus regular contributions turned into $823,000 through compounding

A simple ongoing investment strategy can deliver substantial returns over time . Imagine planting a tree that not only grows fruit but also grows more ...
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The rise and fall of the world’s largest economies | GDP Epic Battle (1560–2025)

From the age of empires to modern global superpowers, check out the rise and fall of the worlds superpowers. . . . . . . ...
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Avoid LRBA structure short cuts

SMSF trustees using limited recourse borrowing arrangements (LRBA) should avoid trying to cut corners in setting up a trust for the loan, with an SMSF ...
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