Latest News

Rise in SMSF inflows indicate more people are moving into the sector

Inflows to SMSFs have almost quadrupled over the past five years and experts warn this trend warrants monitoring as it may signal shifting member preferences toward greater control.

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Interest rates likely to stay higher for longer

The recent rate hike suggests that the Reserve Bank of Australia is prepared to move policy into more restrictive territory

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View Division 296 as two-stage event

SMSF practitioners should view the pending Division 296 tax as rolling out in two stages, leading to two similar but different sets of rules in its first few years of operation, an SMSF sector specialist has noted.

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Iran conflict: Keeping perspective on market risk

Tensions in the Middle East have rattled global markets. Both equities and bonds have experienced losses amid great uncertainty, and oil prices have spiked, creating a challenging dynamic.

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Know the difference between death benefit pension and normal pension or pay the price

It’s vital to know what is and what is not a death benefit pension because the consequences of not paying the minimum pension payment on the wrong one could have dire consequences, a leading adviser said.

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Most Valuable Industries in the World 2026

Check out which industries make up the biggest portion of the global ecomony.

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SMSF trustees acting badly – further disqualification cases

Several recent court decisions highlight the expectations of SMSF trustees in regard to legislative obligations.

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In turbulent times, stick to your long-term wealth strategy

Why investors are urged to resist impulsive decisions in turbulent times

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Most Reliable Car Brands in 2026

Check out which car brands are the most likely to stay on the road and not cost you a fortune to fix.

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Super versus trusts: What is the best option with Div 296?

Super used to be clearly the “best” option due to low tax rates but the increasing complexity of things like Division 296 tax, compliance risk, and death benefits tax is narrowing that advantage, a top specialist said.

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AI use needed with proper safeguards

The SMSF Association has suggested practitioners servicing the sector must equip themselves with more than just technical knowledge in an era of rapid technological change to provide a robust advice proposition to clients.

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Thinking of establishing an SMSF? Don’t skip reading the rules

As the establishment of new SMSFs continues to rise, the ATO is reminding potential trustees to ensure they are aware of the different requirements depending on whether their fund has individual trustees or a corporate trustee.

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Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

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