Author: prudentia

The Largest Empires in the World’s History

Check out the Largest Empires in the World's History

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Investment and economic outlook, March 2025

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

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SMSFs hold record levels of cash and property

SMSFs are holding record levels of cash despite an interest level drop in February, according to ATO data.

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Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.

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Building Australia’s future and Budget Priorities

  Building Australia's future and Budget Priorities  

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All the documents, fact sheets and downloads to do with this year’s 2025-26 Federal Budget

  Federal Budget 2025-26 – Papers and Fact Sheets  

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Winners and Losers – Federal Budget 2025-26

  Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.  

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The Most Held Currencies in the World | 1850-2024

Check out the most powerful Currencies in the World | 1850-2024

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Increase in prohibited loans a concern: ATO

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.

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SAR non-lodgment continues to be a concern: ATO

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the deputy commissioner for superannuation has said.

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Home is where the super is for many Australians

More Australians are upsizing their super by downsizing their home.

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Investment and economic outlook, February 2025

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

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Retiree confidence undermined

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.

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Four SMSF breaches high on the ATO’s radar

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the great Australian dream for many people.

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TBC increase not just about pensions

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer balance cap will have implications for other elements of the superannuation system as well that are unrelated to income streams.

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Up to 700k retirees could be paying more tax than they should: SMC

Lack of proper financial advice is costing hundreds of thousands of retirees in unnecessary taxes, the Super Members Council has said.

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How to shift into pension mode

When and how you can access your super to start an account-based pension.

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Australia’s economic growth set to recover in 2025

GDP growth is set to gain momentum despite sticky inflation and high interest rates.

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Calls for clarification on NALI/E rulings

The ATO needs to provide clarification on a number of issues in the law companion ruling dealing with NALI/E, the joint bodies have said.

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Five financial steps for the new year

The start of 2025 is a good opportunity to take decisive financial steps.

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Best Selling BOOKS of all Time

Check out the Best Selling BOOKS of all Time

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Carer rights – interdependency relationships

The stringent rules applied to the definition of interdependency have again been highlighted in a recent private binding ruling.

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Division 296 deliberately deceptive

A senior financial services industry executive has labelled the Division 296 tax as political deception, seeing there has been no honest indication of who the impost will really affect.

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Preparing your kids for financial success

Here’s some easy money management skills for children of different ages. . Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. It’s never too early or late to start talking about money with your children — start as soon as...

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Most Powerful Economies in Europe | 1960-2024

Check out the most Powerful Economies in Europe | 1960-2024

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End-of-year break time for super check-up

Superannuants should use the end-of-year holiday break to check the status of their retirement savings and consider if advice would be useful to them, given many are unsure how much they will need at the end of their working life, an industry body has stated.

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Investment and economic outlook

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

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9 Ways You Can Invest Using SMSF

Review nine smart ways to invest using an SMSF, from property and international shares to cryptocurrency and managed funds. Maximise your retirement savings wisely.

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

The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working Australians get more money into their superannuation.

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Super funds finish 2024 with double-digit returns

Most superannuation funds finished 2024 with double-digit returns, according to a recent analysis.

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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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