Category: Latest News

Insurance inside super has tax advantages

One of the most significant advantages of holding insurance policies inside superannuation is the tax deduction for life and disability premiums that go towards paying out a disability superannuation benefit, according to a leading technical specialist.

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What super fund members should know when comparing returns

Why you need to compare apples with apples on super fund performances and fees.

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Most Spoken Languages in the World

Check out the Most Spoken Languages in the World

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SMSF assets reach record levels amid share market rally

How SMSF trustees are investing their retirement savings.

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Income-free areas set to increase from 1 July

People nearing retirement often want to know how much they can earn before it affects their pension, and now there is a bit of good news on the horizon for SMSF members who receive the Age Pension.

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Many Australians have a fear of running out

Longevity risk is a growing concern for many working Australians as well as retirees.

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LRBA interest rates increase for 2025

The safe harbour interest rate for related party limited recourse borrowing has changed for 2025.

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How to get into the retirement comfort zone

A third of Australians retire without a plan. Here's why you should have one.

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Compliance focus impacts wind-ups

The ATO’s strategic increased focus on compliance is having a noticeable effect on the sector and is now the most common reason why many SMSF trustees have closed their funds, the latest Investment Trends research has shown.

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NALE bill passed by parliament

The bill that will introduce changes to the non-arm’s-length expenditure (NALE) provisions has passed through parliament and is now awaiting royal assent before it can take effect, possibly as early as 1 July.

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The Deadliest pandemics in History

Check out the Deadliest pandemics in History

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Middle-to-higher incomes boosting SMSF growth

The SMSF sector experienced healthy growth over the March quarter, with men and women on middle-to-higher incomes driving an increase in new funds established, according to statistics released by the ATO.

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Downsizer contributions can be time critical

With the expansion of the downsizer contribution, the timing of when it is used can affect how to use non-concessional contributions.

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Investment and economic outlook, May 2024

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

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The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year.

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Deeming freeze a win for Age Pensioners

Why the decision to keep deeming rates on hold may be a window for interest rates.  

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Plan now to take advantage of stage 3 tax cuts

With the stage three tax cuts set to be implemented in around six weeks, opportunities for tax-saving strategies should be considered soon.

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Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.

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Federal Budget 2024

Four main components of this year's Federal Budget can be seen by using the following links.

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Winners & Losers

Jim Chalmers has handed down the government's third budget, with a $300 power bill boon for every Australian household, but the purse strings kept tight on other measures.

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Budget breakdown – Federal Government Analysis

The 2024 Federal Budget is broken down into these five PDFs. Click on each to read more.

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ATO warns trustees about increasing crypto scams

SMSF trustees are being warned to be on the lookout for crypto investment scams.

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Getting to a higher level of financial literacy in Australia

The practical benefits of improving financial literacy.

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What is the future of advice and how far off is superannuation 2.0?

Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.

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The Shortest-reigning Monarchs in History

Check out the Shortest-reigning Monarchs in History

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ACCC scam report

Australians made more than 600,000 reports about scams in 2023 — about 18 per cent more than in 2022.(ABC News: Evan Young/Canva)

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Investment and economic outlook, April 2024

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

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Connecting an adviser with your children

How parents and advisers can work together to manage intergenerational wealth transfers.

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Australia’s debt service ratio ‘extraordinary’: CBA

The change in the debt service ratio has been ‘extraordinary’, according to the major bank.

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The 2025 Financial Year Tax & Super Changes You Need to Know!

The new financial year is fast approaching and so are a number of changes to superannuation contribution amounts and the individual tax rates. These changes are outlined below, as is some information on how you may be able to work with these changes when managing your tax affairs during 2024-25. 

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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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