Author: prudentia

Are downsizer contributions losing steam?

Tax Office data shows fewer people used its super scheme in 2024-25

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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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Investment and economic outlook, February 2026

latest forecasts for investment returns and region-by-region economic outlook

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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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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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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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What to look for when choosing a financial adviser

Here's how to find a financial adviser who can provide the right support for you

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Coercive control in SMSF becoming a hot issue

AFCA is anticipating there will be more focus on coercive control and elder abuse going forward.

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Meet the Team

Meet the dedicated team at Heathmont Financial.

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Five financial steps for the new year

The start of the year is a good opportunity to take decisive financial steps . The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond. It makes sense, although the start of the calendar year is actually the halfway point...

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ASIC targeting high-pressure sales and inappropriate advice

ASIC has highlighted that one of its main focus points in 2026 will again be high-pressure sales tactics and inappropriate financial advice.

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Investment and economic outlook, January 2026

The latest forecasts for investment returns and region-by-region economic outlook

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Australians not underspending their super

Drawdowns from super are now typically higher than the minimum amounts required, according to new research from the Super Members Council.

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Rare and vanishing: Animals That May Go Extinct Soon

Check out which animals are on the brink of extiction and If we don't act now, they could vanish forever.

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Don’t confuse contribution with roll-over when using proceeds from small business sale

Proceeds from the sale of small business using the 15-year CGT small business exemption is not a rollover to a superannuation fund, but rather a contribution.

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Missed SG exemption may not be problem

Failing to exempt an employer from SG contributions may not be critical for some superannuants if it does not alter their tax position.

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ASIC warns investors on pump and dump scammers

How investors are being duped by unscrupulous operators

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It’s super hump month. Make the most of it

Six ways to get more money into your super fund before 30 June . Now that we’re already almost six months into this financial year it’s worth evaluating whether you’re making the most of your superannuation contributions. A few basic adjustments to your current super contributions strategy could not only result in income tax savings...

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Which country produces the most electricity annually?

Check out which Country Produce most Electricity per year (TWh), including Coal, Gas, Hydro, Nuclear, Wind, Solar, Oil and Bio.

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It’s not just Div 296 that could face changes in 2026

With the objective of superannuation now firmly in place and a new draft of the Division 296 legislation out for consultation, it may seem there is little left to anticipate in the SMSF sector in 2026.

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Three timeless investing lessons from Warren Buffett

Warren Buffett is stepping back, but his investment wisdom endures

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What does 2026 look like in the SMSF sector?

Continued growth in the sector fueled by younger trustees looking at alternative investments are on the cards according to our experts.

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2026 outlook: Economic upside, stock market downside

AI’s rapid evolution has increased its potential to become a transformative economic force, with promising implications for productivity across industries.

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What had the biggest impact on the sector in 2025?

Looking back on 2025, there were several major changes that helped to re-shape the sector

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Care needed with ceased legacy pensions

SMSF members with legacy pensions should be aware a commuted income stream may affect their Centrelink entitlements, but also the government has employed staff who can calculate the impact, a technical specialist has said.

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Countries with the largest collection or eucalyptus trees

Check out the countries that have started to grow their eucalyptus tree stocks

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Birth date impacts bring-forward NCCs

The provisions allowing SMSF members to trigger the NCC bring-forward rules in a subsequent financial year are birth-date sensitive.

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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 are in a fund, a specialist adviser said.

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12 financial tips for the festive season and year ahead

Some investing steps to get you through the holiday season, the new year, and for the future.  

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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

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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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