Author: prudentia

How personal data could boost your retirement income by up to 50%

Tailoring your retirement strategy based on your personal data could be invaluable

Read more...

Challenges with TBC increase for those in pension phase

The increase in the transfer balance cap from $1.9 million to $2 million is not as simple as it seems, particularly for members already in pension phase, a leading adviser has said.

Read more...

Investment and economic outlook, July 2025

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

Read more...

ATO flags October SAR lodgment date

The Tax Office has reminded trustees that SMSFs need to start preparing for their SMSF annual return lodgment, which is due by 31 October 2025.

Read more...

Death benefits not reliant on probate

A retirement savings specialist has confirmed the payment of an SMSF death benefit is not dependent upon any of the procedures associated with the deceased member’s estate.

Read more...

Evolution of Boeing – 1916 – 2025

Check out how Boeing planes have evolved over time.

Read more...

Roles and Responsibilities in a Business Partnership

Set clear expectations from the start of your partnership

Read more...

ATO warns SMSF trustees to be aware of increase in scams

The ATO has issued a warning to SMSF trustees to be aware of scammers leading up to EOFY.

Read more...

A super contributions deadline you won’t want to miss

If you plan to get more into your super this financial year, act very quickly.

Read more...

Div 296 sparking death benefit discussions

The Division 296 impost has prompted SMSF members looking at retaining assets in super to consider the tax impact of their death on their beneficiaries.

Read more...

How topping up your super each year could leave you $80,000 better off in retirement

The power of regular voluntary super contributions

Read more...

Leasing property owned by an SMSF

The rules for a super fund investing in property are complex because of the restrictions placed on some types of property that may be acquired (purchased or transferred in specie) from related parties.

Read more...

Beware of tax implications for failing to meet minimum pension requirements: consultant

Failing to meet the minimum pension requirements impacts a number of tax components, an industry consultant has warned.

Read more...

ASIC to increase audit surveillance in 2025–26

The corporate regulator has said it will review an increased number of audit files in the upcoming financial year.

Read more...

ATO issues guidance on SMSF trustee appointment and compliance

The ATO has issued guidance on what SMSF members need to understand about compliance regarding responsibilities when appointing trustees or directors of a corporate trustee.

Read more...

Start-ups to suffer under Div 296

The head of a prominent funds management house has predicted the proposed Division 296 tax will significantly diminish the supply of critical capital required for start-up companies as many of these enterprises rely on SMSFs for funding.

Read more...

Comparison of various Animal Weight

Check out the lightest to heaviest animals in the world

Read more...

New SMSF trustees propel uptake of financial advice

The $1 trillion superannuation sector still has significant advice gaps  

Read more...

Investment and economic outlook, May 2025

Tariff reprieves, trade deals brighten the economic horizon

Read more...

Legal case has succession planning lessons for SMSF members, advisers: legal expert

The recent Federal Court case, Lynn v Australian Financial Complaints Authority [2025] FCA 175, has highlighted the importance of clear succession and estate planning to ensure a deceased member’s super death benefits are paid as intended, a legal specialist has said.

Read more...

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.

Read more...

Freshwater Resources by Country 2025

Check out the largest freshwater resources by Country in the World

Read more...

Financial abuse move now a certainty

Bipartisan support now exists to prevent perpetrators of financial abuse and domestic violence from accessing the victim’s superannuation benefits upon their death after the Coalition pledged to take this action should it win power at the federal election in May.

Read more...

$95bn loss predicted to Australian economy if Div 296 passes: analysis

Analysis from one of the country’s biggest asset management firms has revealed a “deadweight loss” of $94.5 billion to the nation’s economy if the Division 296 tax gets over the line.

Read more...

Investment and economic outlook, April 2025

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

Read more...

How boosting your super can help you reduce your tax bill

Here's how topping up your super can help reduce your tax bill

Read more...

Are your adult children ready for the wealth transfer?

The inheritance wave is building but most people are unprepared for the ride

Read more...

Why more Australian SMSF owners are looking to global equities

Australian SMSFs have historically maintained strong exposure to local assets, with portfolios concentrated in Australian shares and cash.

Read more...

Trustees reminded of minimum pension drawdown

The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension.

Read more...

Advisers should be aware of signs of elder abuse in SMSF structures

SMSFs are a structure that can heighten and exacerbate issues around elder abuse, a leader in the aged care sector has said.

Read more...

Select a different month

News Archive

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.

Financial Services Guide - Disclaimer & Privacy Policy

^