Category: Latest News

SMSF commercial property owners and Div 296 ‘misconceptions’

There are three misconceptions among business owners with SMSF commercial property, a finance expert said

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From Bricks to iPhones: The Evolution of the Telephone

Check out the history of communication, eventually leading to the modern phones we use today.

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Carer responsibilities don’t meet interdependency criteria: PBR

A parent who was the sole carer for a terminally ill child is not considered to be in an interdependency relationship, according to a private binding ruling.

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7 simple steps to get on the investment ladder

Entering the world of investing can be a life-changer for people of all ages. Here are seven simple steps for beginners to start their wealth journey.

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LRBA stability has been understated

The stability of limited recourse borrowing arrangements (LRBA) within SMSFs has been understated, with their track record highlighting their longevity and safety compared to other forms of property lending, a non-bank lender has stated.

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Look for the red flags that signal unscrupulous advice

While the ATO is watching for signs of illegal early access to superannuation, SMSF trustees should also be on the lookout for red flags, a leading adviser said.

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Can I access my super early?

Many older Australians are understandably eager to access their superannuation, but strict rules apply

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Magnificent Seven: More diverse than they may appear

The Magnificent Seven are more diverse businesses than their shared label suggests

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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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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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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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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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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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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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Most Valuable Industries in the World 2026

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

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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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Are downsizer contributions losing steam?

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

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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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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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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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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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Investment and economic outlook, February 2026

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

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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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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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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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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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Investment and economic outlook, January 2026

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

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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 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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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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