News

Retirement

Insurance, healthcare impact retiree costs

Rising home and health insurance costs, along with higher electricity prices, are driving the amount needed for a comfortable retirement to new highs.

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Investments, Private Assets, Property

Private credit an alternative property route

Investing directly into property is very popular among Australians, but access to real estate via private credit vehicles is worth considering.

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Legislation, Tax

Coalition will scrap Div 296 tax

Division 296 tax Legislation Parliament SMSF Self-managed superannuation

It has been confirmed the Division 296 tax will be revoked by the federal opposition should the coalition be returned to power at the next election.

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Compliance & Regulation, Economy

General TBC expected to hit $2 million

Transfer balance cap CPI Consumer price index Inflation SMSF Self-managed superannuation

Inflation has risen enough to indicate the general transfer balance cap will increase again at the start of the of 2026 financial year.

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Economy, Investments

US recession unlikely

Recession US Interest rates Equities

An analysis of several key economic indicators suggests the US is likely to avoid a recession, with the possibility for an economic recovery instead.

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Pensions, Tax

Reversionary pensions impact $3m cap

Pension Non-reversionary pension Death benefit Division 296 tax Total superannuation balance

SMSF members who are death pension recipients can expect to have a reduced Division 296 tax liability if the income stream was non-reversionary.

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Economy

Rate rise not coming anytime soon

Interest rates RBA Reserve bank Inflation

While discussions over an interest rate rise before the end of the year will continue, a fund manager has forecast it is unlikely to happen.

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Administration, BDBN

Limits on EPOAs recommended

EPOA Enduring power of attorney Binding death benefit nomination SMSF trust deed

It is prudent to place limits on any enduring power of attorney regarding an SMSF, particularly when estate planning strategies are involved.

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Investments, Private Assets

Inflation boosts private credit appeal

Inflation Interest rates Private credit Fixed income assets

Rising inflation and cost-of-living pressures have reduced the value of fixed income investments, but made private credit more attractive with its direct link to interest rates.

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ATO, SMSF

ATO makes SMSF courses available

ATO SMSF Self-managed superannuation Educational courses Set up Wind up

The ATO has launched two educational courses on its website to guide SMSF trustees through setting up or winding down a fund.

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Our Story

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