Latest News

Tokenisation to change SMSF landscape

The tokenisation with regard to the ownership structure of conventional assets will have a profound impact on SMSF holdings and compliance.

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Super viewed as mortgage solution

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding that debt.

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How to turn your annual SMSF investment strategy review into a genuine analytical exercise

Many SMSF trustees see the annual investment strategy review as a compliance obligation.

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SMSF pension shortfall – when can trustees self-assess?

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

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CSLR levy on SMSFs unfair

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

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Financial literacy in Australia: Where we’re improving (and falling behind)

How well do we understand our money?

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Five steps towards a more confident retirement

Small steps today could make a big difference to how you feel about retirement.

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Check out the largest castles by country

Check out the largest fortresses by country. Only existing fortresses that stand today are considered.

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How Our Diets have Changed.

Check out the this visualization, which tracks the evolution of dietary calorie intake from 1930 to 2026.

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How to maximise the impact of your inheritance

Australia’s $3.5 trillion wealth transfer: how to invest an inheritance wisely  

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New deeming thresholds could deliver small part age pension

Two significant deeming thresholds increased on 1 July 2026, the one at which the higher deeming rate of 3.25 per cent applies, and the income-free threshold at which income in excess of the threshold begins to reduce the maximum age pension amount.

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Six ways Gen X can build retirement savings

Making the most of your peak earning years

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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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